Stocks Rally, Bonds Slip on Trade Deal Hopes

Stocks Rally, Bonds Slip on Trade Deal Hopes

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel

Today’s Podcast Features are:

Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses the economic impact of tariffs. US Treasuries fell Tuesday after the wildest day for bond traders since the height of the pandemic in March 2020. The decline pushed yields on 10-year US bonds up three basis points to 4.21%, after a volatile start to the week in which early gains gave way to steep losses.

Chris Watling, CEO and Chief Market Strategist of Longview Economics, discusses the impact of tariffs on the markets.
U.S Stocks headed toward their biggest gain since November and bonds fell after Treasury Secretary Scott Bessent fueled hopes of trade deals, marking a dramatic shift in Wall Street sentiment following a selloff that chopped trillions of dollars off global markets.

Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Apple’s historic selloff. Apple's shares dropped 19% after President Donald Trump’s tariffs announcement, erasing over $637 billion in market value, due to investor skepticism about its ability to navigate President Donald Trump's tariffs on China, Vietnam, and India. Recent events also brought a short-term benefit: customers rushing to retail stores to buy iPhones.

Derrick Flakoll, BNEF Lead US Policy Analyst, discusses the impact of tariffs on the green transition. Donald Trump’s so-called reciprocal tariffs will inflate the cost of a vast range of imports. Under his proposal, a 10% universal tariff comes into effect for almost all US imports on April 5, and higher rates for specific countries activate on April 9th.

See omnystudio.com/listener for privacy information.

Jaksot(3293)

Craig Johson: Consumer Is a Lot Worse Than Experts Think(Audio)

Craig Johson: Consumer Is a Lot Worse Than Experts Think(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Craig Johnson, President of Customer Growth Partners, on the retail sector and today's retail eps: Target, Lowes, and Staples.See omnystudio.com/listener for privacy information.

18 Touko 20168min

Bloomberg's Halperin Sees Unruly Democratic Convention (Audio)

Bloomberg's Halperin Sees Unruly Democratic Convention (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Mark Halperin, co-author of “Game Change” and co-host of Bloomberg TV’s “With All Due Respect,” highlights political news: Kentucky and Oregon primary results.See omnystudio.com/listener for privacy information.

18 Touko 20165min

Bloomberg BNA's Penn on DOL Ruling on Overtime Threshold(Audio)

Bloomberg BNA's Penn on DOL Ruling on Overtime Threshold(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Ben Penn, Bloomberg BNA Labor reporter, on the Department of Labor's Ruling to double salary threshold for overtime exemption to $47,476.See omnystudio.com/listener for privacy information.

18 Touko 20164min

Stifel's Piegza Sees June Hike Likely If Data Supports (Audio)

Stifel's Piegza Sees June Hike Likely If Data Supports (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: FED IN FOCUS: Lindsey Piegza, Chief Economist at Stifel Nicolaus & Co., on the Fed's April minutes, oil, and China.See omnystudio.com/listener for privacy information.

18 Touko 201611min

Amherst's Stanley on FOMC Minutes: 'Angry Birds' at Fed (Audio)

Amherst's Stanley on FOMC Minutes: 'Angry Birds' at Fed (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: FED IN FOCUS: Stephen Stanley, Chief Economist at Amherst Pierpont Securities, weighs in on the FOMC minutes and the "angry birds at the Fed."See omnystudio.com/listener for privacy information.

18 Touko 20168min

McEnearney's Howell on Urban Housing Shift Back to D.C. (Audio)

McEnearney's Howell on Urban Housing Shift Back to D.C. (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. Guest: David Howell, CIO of McEnearney Associates, a leading Washington DC Metro real estate company, on the housing shift back to the District.See omnystudio.com/listener for privacy information.

17 Touko 20168min

Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)

Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. Guest: Bloomberg stocks editor David Wilson on today's market winners, losers, Stock of the Day: Red Robin Gourmet Burgers (RRGB).See omnystudio.com/listener for privacy information.

17 Touko 201612min

Dennis Gartman: Negative Population Growth Is Problem (Audio)

Dennis Gartman: Negative Population Growth Is Problem (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Dennis Gartman, Economist and Publisher of The Gartman Letter, with a macro look at the markets, the global economy, and gold: he sees the negative population growth around the world as a huge problem.See omnystudio.com/listener for privacy information.

17 Touko 201611min

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