U.S. tariffs have had limited impact so far on inflation and corporate earnings. Our Head of Corporate Credit Research Andrew Sheets explains why – and when – that might change.
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Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at M ... Show More
Nov 2024
How inflationary are tariffs, really?
<p>President-elect Donald Trump has just announced “Day 1” tariffs on Mexico and Canada, in addition to previously promised tariffs on China. Tariffs will definitely affect domestic prices, but how much, and will they truly cause catastrophic inflation? Today on the show, guest h ... Show More
14m 41s
Jul 2025
Fashion Braces for Impact as Trump Tariffs Returns
After turning to other matters for a few weeks, President Donald Trump has reignited his aggressive tariff strategy, threatening sweeping new duties on key fashion-producing nations starting Aug. 1, as well as a fresh set of new levies on the EU, Brazil, South Korea and other tra ... Show More
19m 28s
Sep 26
Business Rundown: The President's Latest Tariff Plan
The Federal Reserve's preferred inflation gauge, the Personal Consumption Expenditures index, showed on Friday that prices increased in August, rising 0.3%, and the annual rate moved up to 2.7%. This data from the Commerce Department comes as the Federal Reserve tries to navigate ... Show More
17m 5s
Sep 26
Markets rattle as data surprises and tariffs return
Markets hit some rough patches yesterday, with all major European indices closing lower, followed by similar losses across the three main US benchmarks. Revised US data revealed an upward adjustment to second-quarter GDP, while jobless claims came in below expectations. This prom ... Show More
13m 31s
Apr 2025
Mark Dow: Tariffs, Trade, and Trump - [Making Markets, EP.59]
My guest today for the second time is Mark Dow. Mark is one of my favourite thinkers on Macro, and his experience at the IMF, the US Treasury, and Wall Street gives him a truly unique perspective for the current moment. As we went through one of the biggest market and policy uphe ... Show More
53m 20s
Aug 22
S&P 500 continues to slide, while Walmart warns of tariff impact
US stocks extended their losses amid trade tensions and mixed corporate earnings. Stronger-than-expected PMI data and warnings from Walmart, the US retail giant, that Trump's tariffs are driving up costs, have heightened inflation concerns and lifted yields. As markets are lookin ... Show More
12m 1s
Feb 2025
Tariff and Tax Vacillation
<p>Today's Post - <a href="https://bahnsen.co/40TtKTI">https://bahnsen.co/40TtKTI</a></p>
<p>The Dividend Cafe: Market Reactions to Tariffs and Taxes</p>
<p>In this episode of The Dividend Cafe, host David Bahnsen provides an update from Phoenix, Arizona, discussing a busy week i ... Show More
20m 15s