Bonus Episode for June 2. President Trump’s tariffs plans pose an enormous challenge for U.S. retailers like Macy’s, Target and Best Buy. Some companies are working to move production out of China, others are negotiating with suppliers or even lifting prices for customers as the trade upheaval scrambles profit forecasts. Investors and analysts also want to k ... Show More
Jun 9
Apple’s WWDC Clouded by Worries Over AI, Tariffs, and Legal Battles
Worries about tariffs, legal battles, and the future of artificial intelligence have weighed on Apple’s stock price so far this year. WSJ Heard of the Street columnist Dan Gallagher explains what investors are looking for this week from the tech giant’s developers conference. Plu ... Show More
11m 33s
Apr 10
Trump U-turn, China tariffs hit Christmas and Moon vs. Mars
President Donald Trump’s stunning reversal on tariffs brings relief for investors, even as he ratchets up a trade war with China - where producers of artificial Christmas trees report no U.S. orders as tariffs bite. Plus, Trump’s nominee to lead NASA says simultaneous missions to ... Show More
12m 28s
Apr 7
Wall Street Speaks Out Against Tariffs
Last week, U.S. stocks lost $6.6 trillion in value during a two-day washout after President Trump announced large tariffs on countries around the world. As markets continue to swing, Wall Street leaders are speaking out, including billionaire investor Bill Ackman and JPMorgan Cha ... Show More
19m 15s
Nov 2024
11-21-24 Will Trump Tariffs Be Inflationary
A preview of risks on the horizon, including Trump Tariffs, interest rates, and how debt and deficits are economic drivers. What are the effects on corporate profitability?Will valuations be problematic next year? Lance revews Nvidia's stellar quarterly report and analysts' expec ... Show More
45m 58s
Mar 2025
Poll on Trump's economy, shutdown and 'the menswear guy' on tariffs
Many Americans think Trump’s actions on the economy are too "erratic", according to a recent Reuters/Ipsos poll. Senate Democrats are fuming over a Trump-backed stopgap bill with less than two days to go until a partial government shutdown. And Derek Guy, also known as "the mensw ... Show More
12m 8s
Apr 26
What’s News in Markets: Capital One Gains, Consumer Conglomerate Woes, Alphabet Earnings Shine
Why did Capital One’s merger news please investors? And how are tariffs worrying consumer conglomerates like Procter & Gamble? Plus, how Google parent Alphabet’s financials are holding up–for now. Host Francesca Fontana discusses the biggest stock moves of the week and the news t ... Show More
5m 33s
Apr 4
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