President Trump outlining his tariff plans at a Rose Garden event this afternoon. We discuss the impact on the economy, autos, pharma and housing. Plus Amazon and Applovin among the names reportedly putting together bids for social media app TikTok. The state of play as the divestiture deadline approaches.
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Apr 2025
Tariff Fears Weigh on Tech Plans, Trumps Signals TikTok Deal Close
Bloomberg’s Caroline Hyde discusses why one of Wall Street’s most bearish Tesla analysts has further reduced estimates for the company’s earnings. Plus, Gil Luria, managing director of D.A. Davidson explains what levers Apple could use to cope with tariffs. And MikMak CEO Rachel ... Show More
22m 1s
Feb 2025
SOTS 2nd Hour: M&A Under Trump, Tariff Tech Picks, & DeepSeek-ing New Funds? 2/19/25
<p>Carl Quintanilla and Courtney Reagan broke down today’s market set-up after President Trump laid out new tariff threats for 3 key industries: Autos, Pharma, and Semiconductors. Stocks under pressure as earnings from a number of sectors disappoint: Toll Brothers results hitting ... Show More
41m 37s
Apr 2025
SOTS 2nd Hour: DC Tariffs Latest, Alphabet Results Breakdown, and A Fresh Read On The Consumer 4/25/25
<p>New comments from President Trump on potential tariff deals top of the hour – Carl Quintanilla, Sara Eisen, and David Faber broke down the latest from DC as a slew of companies warn of growing impacts and pull guidance. Alphabet’s better-than-feared results helping fuel gains ... Show More
43m 30s
Sep 2018
Trump Teases More Tariffs, Florence Impact on Muni Bonds, Coke & Cannabis
Jim Bacchus,Director of Center for Global Economic &Environmental Opportunity at UCF, discusses President Trump's plan to imposeanother $200 billion worth of tariffs on Chinese goods. Lyle Fitterer, Head ofMunicipal Fixed Income at Wells Fargo Asset Management, talks about the im ... Show More
31m 19s