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.

Episoder(4371)

7am-8am ET: Jacobsen, Piazza & Finkelstein

7am-8am ET: Jacobsen, Piazza & Finkelstein

Saxobank's Steen Jacobsen says March will be ugly for the markets and economic data. Bloomberg's Vince Piazza discusses oil production and the impact on oil prices. Tuck School of Business Professor S...

25 Feb 201642min

9am-10am ET: Admati, Levitt, Weisenthal & Elliot

9am-10am ET: Admati, Levitt, Weisenthal & Elliot

Stanford's Anat Admati says banks are taking away resources from the rest of the economy. Former SEC Chairman Arthur Levitt discusses the relationship between state and federal regulators in the pursu...

25 Feb 201642min

Elliot: restaurant landlords are holding out for better deals

Elliot: restaurant landlords are holding out for better deals

Bloomberg's Peter Elliot says that most landlords of dining spaces are prepared to hold out for a restaurant that will pay top dollar. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.Se...

25 Feb 201611min

Weisenthal: narrative on negative rates is less negative

Weisenthal: narrative on negative rates is less negative

Bloomberg Markets' Joe Weisenthal says that the narrative on negative rates has become less negative in the past 2 weeks. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio....

25 Feb 201611min

Wraith: UK more dynamic than euro zone

Wraith: UK more dynamic than euro zone

UBS Head of UK Rates Strategy John Wraith says the UK's economic outperformance of the rest of Europe makes it harder to justify staying in the EU. He joins Tom Keene and Michael McKee on Bloomberg Su...

25 Feb 20168min

Wraith: sterling's slide can have benefits

Wraith: sterling's slide can have benefits

UBS Head of UK Rates Strategy John Wraith says that the pound's fall has benefits to the UK, so long as the currency is stable. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnys...

25 Feb 201612min

8am-9am ET: Wraith & Behravesh

8am-9am ET: Wraith & Behravesh

UBS Head of UK Rates Strategy John Wraith discusses how the pound is plagued by 'Brexit'. And IHS Chief Economist Nariman Behravesh looks at linkages between oil prices and consumer spending. All this...

25 Feb 201642min

Corr: oil producing countries in market share battle

Corr: oil producing countries in market share battle

Corr Analytics' Anders Corr says oil producing countries are in a market share battle. He also discusses how the U.S. presidential election is affecting overseas markets. He speaks on Bloomberg Survei...

24 Feb 201611min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
livet-pa-veien-med-jan-erik-larssen
pengepodden-2
tid-er-penger-en-podcast-med-peter-warren
pengesnakk
utbytte
rss-sunn-okonomi
finansredaksjonen
morgenkaffen-med-finansavisen
lederpodden
rss-markedspuls-2
lederskap-nhhs-podkast-om-ledelse
stormkast-med-valebrokk-stordalen
liberal-halvtime
arcticpodden