Equities Enter Correction as Tariffs Weigh Down Markets

Equities Enter Correction as Tariffs Weigh Down Markets

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 14th, 2025
Featuring:
1) John Stoltzfus, Chief Investment Strategist at Oppenheimer & Co., discusses equities entering a correction and whether now's the right time to buy. the S&P 500 has fallen into its first 10% correction in almost two years, with concerns over President Trump's trade war and its impact on the economy. the market is pricing in a recession risk much bigger than credit markets.
2) Matt Diczok, Head of Fixed Income Strategy, Chief Investment Office for Merrill and Bank of America Private Bank, on signals from the bond market regarding broader economic concerns.
3) Doug Irwin, professor at Dartmouth and global trade expert, talks about his Foreign Affairs piece on trade policy and tariffs. In a sign of a trade-war escalation, Trump threatened to enact a 200% tariff on European wine, champagne and other alcoholic beverages. Also on Thursday, Trump said he would not repeal tariffs on steel and aluminum that took effect this week, nor back off plans for sweeping reciprocal tariffs on global trading partners set to start as soon as April 2.
4) Sheila Kahyaoglu, Managing Director: Equity Research at Jeffries, breaks down airline earnings this week. American Airlines and Delta Air Lines have slashed their financial forecasts, citing a rapid reversal of demand trends and a broad weakness in consumer spending. Grim updates from airlines and retailers have added to market sentiment.

See omnystudio.com/listener for privacy information.

Jaksot(4318)

Raines: Cameron struggling to strike deal at EU Summit

Raines: Cameron struggling to strike deal at EU Summit

Chatham House's Thomas Raines says British Prime Minister David Cameron is finding it harder to reach an agreement at the EU Summit than he anticipated. He joins Tom Keene and Michael McKee on Bloombe...

19 Helmi 20168min

Colas: VIX starts to get interesting at 40

Colas: VIX starts to get interesting at 40

Convergex Chief Market Strategist Nicholas Colas discusses why volatility ranges are changing from one crisis to the next. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio...

19 Helmi 201612min

8am-9am ET: Colas, Raines & Friedman

8am-9am ET: Colas, Raines & Friedman

Convergex's Nicholas Colas shares his market strategy. Chatham House's Thomas Raines explains why British Prime Minister David Cameron is stumbling at the 'Brexit' summit. And Fidelity Management's De...

19 Helmi 201642min

Marks: A good opportunity in distressed bonds

Marks: A good opportunity in distressed bonds

Oaktree Capital's Howard Marks says that for a long-term investor distressed bonds are a good opportunity. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener fo...

18 Helmi 201612min

Bloomberg Surveillance: Feb. 18, 2016

Bloomberg Surveillance: Feb. 18, 2016

Oaktree Capital's Howard Marks identifies where he sees investment opportunities. Wells Capital's Magaret Patel focuses on fixed income. BlackRock's Peter Hayes provides perspective on munis. And Bloo...

18 Helmi 201642min

Le: correlations are breaking down

Le: correlations are breaking down

Credit Suisse's Khoa Le weighs in on asset correlations breaking down and has a discussion on quant models on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for pr...

18 Helmi 201611min

Rupkey: eco data is strong, but consumers feel insecure

Rupkey: eco data is strong, but consumers feel insecure

Bank of Tokyo-Mitsubishi's Chris Rupkey explains why there is a disconnect between strong economic data, and weak consumer sentiment. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See...

18 Helmi 201611min

Pettypiece: Wal-Mart taking time to turn around company

Pettypiece: Wal-Mart taking time to turn around company

Bloomberg's Shannon Pettypiece weighs in on Wal-Mart's turnaround process on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

18 Helmi 201611min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
mimmit-sijoittaa
rss-rahapodi
pomojen-suusta
rss-rahamania
ostan-asuntoja-podcast
rss-myyntikoulu
herrasmieshakkerit
rahapuhetta
salkunrakentaja-podi
juristipodi
rss-bisnesta-bebeja
rss-set-for-life-sijoita-ja-vaurastu
rss-draivi
taloudellinen-mielenrauha
lakicast
rss-lahtijat
rss-ammattipodcast
rss-merja-mahkan-rahat