Bloomberg Surveillance Bloomberg Surveillance TV: December 19th, 2025
14 snips
Dec 19, 2025 
Jamieson Greer, U.S. Trade Representative, shares insights on trade agreements with China, the EU, and a TikTok deal. Ohsung Kwon, Chief Equity Strategist at Wells Fargo, projects a bullish equities outlook for 2026, linking it to earnings and liquidity evolution. Meanwhile, Anastasia Amoroso, Chief Investment Strategist at Partners Group, argues for continued investment in AI, emphasizing its growing adoption and productivity benefits. Together, they tackle the intricate balance of trade policies, market forecasts, and the future of tech investments.
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TikTok Deal Is Private Plus Government Approval
- TikTok involves private-party deals and government approvals between the US and China.
- Greer expects Chinese government approval if private parties finalize terms, calling it confidence-building rather than comprehensive détente.
Export Controls Are National Security Tools
- Export controls like H200 chips are treated as national security decisions and are not negotiated trade concessions.
- Licenses are case-by-case with conditions to protect US security while managing trade flows.
US Sees EU Tech Rules As Discriminatory
- Greer says EU tech regulations feel discriminatory, targeting US firms by design and harming market access.
- He is pushing for negotiations with European counterparts to address perceived protectionism.