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.

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Bloomberg's Micklethwait: Merkel Is Europe's Best Hope (Audio)

Bloomberg's Micklethwait: Merkel Is Europe's Best Hope (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: John Micklethwait, Editor-In-Chief for Bloomberg Editorial, on Europe, Germany's "fatigue", and Brexit.See omnystudio.com/listener for privacy information.

19 Maj 201611min

Wolfe's Mushkin Sees AMZN Becoming Horizontal Monopoly (Audio)

Wolfe's Mushkin Sees AMZN Becoming Horizontal Monopoly (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Scott Mushkin, Senior Retail/Staples Analyst at Wolfe Research, on Walmart earnings, Amazon and the retail space.See omnystudio.com/listener for privacy information.

19 Maj 201611min

Conference Board's Goldstein on the April LEI Index (Audio)

Conference Board's Goldstein on the April LEI Index (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Ken Goldstein, Economist with the Conference Board, on the April LEI index.See omnystudio.com/listener for privacy information.

19 Maj 20168min

Beaconcrest's Divney Is Avoiding Retail, But Likes Coach(Audio)

Beaconcrest's Divney Is Avoiding Retail, But Likes Coach(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Kevin Divney, Chief Investment Officer and Founder of Beaconcrest Capital, for a look at the market reaction to the Fed minutes, and what sectors he is deploying capital to.See omnystudio.com/listener for privacy information.

18 Maj 201611min

Bloomberg's Boesler Confirms Fed Open to June Rate Hike (Audio)

Bloomberg's Boesler Confirms Fed Open to June Rate Hike (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Bloomberg Fed reporter Matthew Boesler breaks down the April FOMC minutes. Joined by Bloomberg stocks editor David Wilson.See omnystudio.com/listener for privacy information.

18 Maj 20166min

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: Castlight Health (CSLT).See omnystudio.com/listener for privacy information.

18 Maj 201612min

UMB's Kemper, Hagedorn: Reserves Protect Energy Exposure(Audio)

UMB's Kemper, Hagedorn: Reserves Protect Energy Exposure(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Mariner Kemper, Chairman and CEO of UMB Financial, and Michael Hagedorn, President & CEO of UMB Bank, on their outlook for the banking industry and M&A activity.See omnystudio.com/listener for privacy information.

18 Maj 201611min

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 Maj 20168min

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