Here’s the next big investing theme in the Trump economy

Here’s the next big investing theme in the Trump economy

It could be a pressure cooker of a summer for the US economy, and not because of the warmer weather. Tariffs from the Trump administration don’t appear to be going anywhere anytime soon, forcing businesses to raise consumer prices and delay key projects. At the same time, the Federal Reserve is in no hurry to cut interest rates amid stagflation fears. Economic data has also weakened, with the latest evidence being the employment readings from the last three months. Yahoo Finance Executive EditorBrian Sozzi talks on the Opening Bid podcast with the deputy head of BlackRock’s portfolio management group, Mike Pyle. Pyle has spent considerable time in top economic adviser roles in the White House administrations of both Biden and Obama. Before rejoining BlackRock in the fall of 2024, Pyle led former President Joe Biden’s international economic policy efforts. He was Biden’s ‘sherpa', leading key economic negotiations with the G7, G20, and APEC. Pyle reveals his latest outlooks on the economy and markets with Sozzi and his biggest concerns as Trump tariffs begin to take root inside corporate America. Trader Talk with Kenny Polcari on Yahoo Finance delivers expert analysis and actionable insights. Drawing on decades of trading floor experience, we empower you to navigate market volatility and keep your portfolio from getting burned. Watch more episodes of Trader Talk at https://finance.yahoo.com/videos/series/trader-talk/. Thoughts? Questions? Fan mail? Please email us at tradertalk@yahooinc.com. Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms. Learn more about your ad choices. Visit megaphone.fm/adchoices

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The secret behind F1’s massive boom

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HP board member on AI risks and opportunities

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How the 24 Hour Fitness Founder built a gym empire

How the 24 Hour Fitness Founder built a gym empire

Richard Simmons, Tony Horton, and Billy Blanks – you may know them as the larger-than-life faces of the fitness industry from the past 40 years. You know them in large part because they all came into ...

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How Aptera's solar powered EV could change transportation

The past 12 months have been anything but electric for some vehicle makers. Both Tesla and Ford have seen sales struggle. Meanwhile, the Trump administration let incentives for new EVs end last year –...

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Inside the Sony hack: the CEO call that changed everything

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Chairperson of Snap Inc., Michael Lynton, and Bloomberg Senior Advisor, Josh Steiner, unpack the high-stakes mistakes that shaped their careers. Lynton reflects on the decision to greenlight The Inter...

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