WSJ's Take On the Week13 Huhti 2025

Consumer Spending Under Tariffs: Pimco Manager on What Investors Can Watch For

On WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos talk about the markets' reaction to the latest developments in President Trump’s tariffs policies. They talk about the “buy the dip” trade and weigh in on “the stock market isn’t the economy” debate. The hosts also discuss what’s going on with Treasurys.

Later on the show, Kris Kraus, a managing director and portfolio manager at one of the world’s largest bond managers, Pimco, joins the podcast to give us a pulse check on the health of consumers, including their debt, from mortgages to auto loans. He shares what we should—and shouldn’t—be worried about as tariffs start to hit our pocketbooks and portfolios. Kraus also talks about what he’ll be looking out for in upcoming earnings from credit card companies, like American Express and Capital One, for clues on where consumers are headed.

This is WSJ’s Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street’s banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead.

Have an idea for a future guest or episode? How can we better help you take on the week? We’d love to hear from you. Email the show at takeontheweek@wsj.com.

To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com

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How AI Spending Is Fueling the Economy Overall

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Why Oil Prices Could Hit a Breaking Point by Year End

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2 Elo 34min

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26 Heinä 32min

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19 Heinä 34min

Are Corporate Earnings in a Bubble? This Quarter Is a Test

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Can Hot Consumer Companies Like Oura and Whoop Make Good IPOs?

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28 Kesä 39min

How Big Tech’s Financials Obscure the True Cost of the AI Buildout

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21 Kesä 28min

The Hidden Risks of Buying Into Mega-IPOs Like SpaceX

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14 Kesä 33min