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Markets have reacted positively to the U.S.-China détente in tariffs. Our Chief Fixed Income Strategist, Vishy Tirupattur, digs into the rallies to better understand potential longer-term outcomes.Read more insights from Morgan Stanley.----- Transcript -----Vishy Tirupattur: Welcome to Thoughts on the Market. I am Vishy Tirupattur, Morgan Stanley's Chief Fixed Income Strategist. Today I'll talk about the impact of last week's 90-day pause in the reciprocal tariffs between the U.S. and China, and the impact on the economy and markets.It's Monday, May 19th at 11am in New York.Market response to last Monday's announcement has been resoundingly positive. The S&P 500 was up 4.5 percent in the first four days since the announcement and the year-to-date returns are back in the black after Liberation Day drove steep declines in April.Credit markets have also rallied, notably with the investment grade spreads tightening by over 10 basis points and high yield spreads by over 50 basis points. And the Treasury market took out 50 basis points of rate cuts in 2025, leaving market implied rate cuts by the end of 2026 at around 100 basis points.While these moves across markets are significant, it is really important to put them into perspective and tease out what this detente in trade tensions implies. And more importantly, what it does not imply.On the positive side, we think that the de-escalation reduces the risk of a sudden stop in trade volumes and a sharp rise in unemployment rate. While this is clearly just a truce and we don't know exactly where the tariffs between the two largest economies in the world will end up, it seems reasonable to infer that tariffs in the vicinity of 125 percent or 145 percent are substantially less likely now. Overall, the probability of a U.S. recession, therefore, has fallen on the margin.To be clear, a recession during 2025 was never really our base case. But the de-escalation shifts risks in the direction of a little more growth, a little less inflation, and keeps unemployment rate at near current levels. If the world before Liberation Day was bimodal and close to a coin toss; it is still bimodal, but skewed towards an expansion, not contraction. Since we were in the expansion mode to begin with, this detente gives us greater comfort in our baseline outlook and strengthens our conviction that the Fed will remain on hold for rest of the year.The positive vibes from Geneva not withstanding, we would stress that it is far from clear that the 90-day pause is an uncertainty clearing event. Trade tensions are likely to remain elevated. The administration is still investigating tariffs on pharmaceuticals, semiconductors, copper, and other products. It is also unclear if the template of negotiations between the U.S. and China can work for other regions, especially Europe. Even if U.S. tariffs on imports from China and the rest of the world end up roughly around the current levels, they would still be about four times higher than the levels at the start of the year.This means inflation should continue to move higher into year end, with the surge that peaks in the third quarter. While the impulse inflation from tariffs is likely to be smaller, it still is coming. Likewise, higher tariffs will dampen growth even though recession will continue to be avoided.For risk markets, we think that the detente has reduced the risk of substantial drawdowns. While policy uncertainty about the ultimate level of tariff remains, a return to last month's mind-boggling volatility driven by trade policy is probably behind us. So, it's unlikely that we will see markets revisiting the lows of April in the near term.For credit markets, a lower likelihood of recession is indeed welcome news, especially considering the current strong credit fundamentals. With the market taking out a couple of rate cuts, the all in yields for credit remain in the range to sustain the demand for yield buyers such as insurance companies.Thanks for listening. If you enjoy the show, leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.
This explosive monologue weaves together national security, economic betrayal, and ideological extremism. It opens with a chilling revelation: Chinese-made solar inverters connected to U.S. energy infrastructure have remote shutdown capabilities—posing a potential act of war. From there, the discussion turns to the U.S.'s tangled economic relationship with China, exposing the futility of trade deals they never honor and questioning whether another deadly "coincidence" like COVID-19 could follow new negotiations. The segment then veers into a disturbing attack on a fertility clinic by a self-identified “antinatalist” Democrat, whom the media falsely labeled as pro-life. The show connects this violence to an emerging pattern of left-wing extremism and the mainstream media's deceptive spin. It closes by revisiting the Biden classified documents scandal and the suspicious timing of his cancer announcement—suggesting it's a strategic shield against legal consequences for the same offenses that nearly imprisoned Trump. This isn't just commentary—it's a warning shot about where we're headed if security, accountability, and truth continue to be ignored.
With markets rebounding on the back of a 90-day tariff pause and U.S.-China Trade talks, investors are asking: Is now the time to buy, or wait for the next drop? In this episode of Rise Up, Rise Growth Partner's Joe Duran is joined by Scott Schwartz and Alexis Miller of Bleakley Financial to break down what's really driving the markets and how disciplined investors should respond. What you'll learn: What the U.S.-China tariff pause means for stocks, bonds, and small businesses (there's no trade deal yet) Whether the Mag 7 comeback is sustainable or overhyped Why international and value stocks could outperform in 2025 The smartest way to build a bond portfolio in today's rate environment Where Bitcoin fits inside a diversified plan Why regular rebalancing beats market-timing every time Why small-cap stocks are lagging, and what that signals for the economy Stay calm, stay disciplined, and make smarter moves in a headline-driven market. Chapter:02:09 - Markets Recover, But…? 05:47 - Inflation Surprise: What Does It Mean for Portfolios? 07:28 - Bonds in Focus: High-Quality or High-Yield? 11:47 - Private Credit: Hidden Yield or Hidden Danger? 12:30 - Magnificent Seven: Still a Buy After the Bounce? 15:16 - FOMO vs Discipline: When to Rebalance 19:29 - Bitcoin's Role: Diversifier or Tech Proxy? 23:51 - The BIG Topic: 90-Day China Tariff Pause: What It Means for Markets 24:07 - Viewer Question: What Does The U.S.-China “Deal” Mean for Markets Short-term and Long-term? 28:07 - Viewer Question: How Do I Manage My Portfolio Right Now? 31:24 - Viewer Question: How Much To Set Aside If My Business Fails? 35:15 - The Big Three Next Week Volatility got you concerned? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/3F6XMN0 Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #Markets #StockMarket #Tariffs #TechStocks #Bitcoin #Mag7 #BondMarket #PortfolioStrategy #FinancialPlanning #EconomicOutlook #SmartInvesting ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices
Apple CEO Tim Cook is back in the President's crosshairs. We dive into why the company's production plans are drawing criticism from the White House. Then with China and the U.S. making some progress on trade talks, what's it mean for the fate of TikTok? We sit down with billionaire investor Frank McCourt who has a bid to buy the company. And then, Walmart-backed digital promotions company Ibotta. The CEO helps break down quarterly results as shares surge double digits.
House Ag Committee Ranking Member Angie Craig is calling for the Farm Bill to get done, and Treasury Secretary Scott Bessent expressed optimism that “substantial progress” in U.S./China trade negotiations.
Today we're talking about the U.S. and China agreeing to a 90-day trade truce; President Trump's plans to accept a Qatari jet for use as Air Force One; the beginning of Sean “Diddy” Combs' trial; and other top news for Wednesday, May 14th. Stay informed while remaining focused on Christ with The Pour Over Today. Please support our TPO sponsors! Upside: https://links.thepourover.org/Upside Cru: give.cru.org/pour LMNT: https://links.thepourover.org/LMNT_Podcast Student Life Application Study Bible: https://links.thepourover.org/SLASB_Pod Stress Less: https://links.thepourover.org/StressLess Platforms to Pillars: https://links.thepourover.org/PlatformstoPillars Subsplash: subsplash.com/tpo CSB: https://links.thepourover.org/CSB_podcast Field of Greens: FieldofGreens.com The Table Podcast: https://links.thepourover.org/TheTablePodcast
Sign up for your one-dollar-per-month Shopify trial and start selling today at shopify.com/tyt President Trump's "reciprocal" tariff on China will fall to 10% from 125%. Knesset debate reveals not everyone thinks starving Gazan children is a bad thing. American-Israeli hostage Edan Alexander freed from Hamas captivity. SUBSCRIBE on YOUTUBE ☞ https://www.youtube.com/@TheYoungTurks FOLLOW US ON: FACEBOOK ☞ https://www.facebook.com/theyoungturks TWITTER ☞ https://twitter.com/TheYoungTurks INSTAGRAM ☞ https://www.instagram.com/theyoungturks TIKTOK ☞ https://www.tiktok.com/@theyoungturks
Oh the media is up to it again with the spin... and Jeff puts a stop to it... and trolls them in the process.
Global markets rally on the back of yesterday's U.S.-China trade truce with mining and tech stocks leading European gains. Stateside, the Magnificent 7 companies add $800bn in market cap. President Trump signs an executive order to force European countries to pay higher prices for pharmaceuticals and vows to punish countries which refuse to match lower drug costs in the U.S. And President Trump embarks on his first major foreign trip since regaining office to Saudi Arabia where he expects to secure big strategic, tech and infrastructure deals.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
welcome to wall-e's tech briefing for tuesday, may 13! explore today's top tech discussions: microsoft build conference preview: microsoft prepares to unveil advancements in ai during their annual build conference, with potential reveals of new copilot functionalities and "maia 2" ai accelerator in collaboration with marvell. google i/o 2025 anticipation: upcoming announcements focused on google's ai initiatives, featuring the gemini model family and insights from deepmind's ceo on project astra and ai integration. u.s. tech stocks rally: a pause in u.s.-china trade tariffs boosts tech stocks, with apple, tesla, and amazon showing pre-market gains. tesla's robotaxi scrutiny: federal investigation into tesla's full self-driving software amid plans to expand its ride-hailing service, potentially affecting autonomous vehicle adoption. google's gemma ai milestone: gemma ai models surpass 150 million downloads, trailing behind meta's llama, highlighting demand for advanced ai models despite licensing issues. stay tuned for tomorrow's tech updates!
Trump scores major US and China have trade breakthrough and MSNBC loses it! Qatar gifts luxury jet to US and media meltdown. Maryland Dems soft on Juvenile crime policies are devastating our elderly and our communities at large. Diddy on Trial: Sex Trafficking, Freak-Offs, and a Music Empire Built on Abuse? Trump grants asylum to Afrikaners into US. Marxist streets in NYC. #trump #diddy #theview #china #tariffs #maryland #qatar
The Trump administration brokers a cease fire between India and Pakistan while also hammering out a China trade deal, Democrats arrested at New Jersey ICE detention center and Trump's new MAHA surgeon general nominee. Get the facts first with Morning Wire.Beam: Visit https://shopbeam.com/WIRE and use code WIRE to get our exclusive discount of up to 40% off.
Equity markets saw big rallies after trade tensions eased over the weekend. Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why he's optimistic that the worst of the market trough is over.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley's CIO and Chief U.S. Equity Strategist. Today on the podcast I'll be discussing how to think about the recent tariff negotiations for equity markets. It's Monday, May 12th at 11:30am in New York. So, let's get after it. Over the weekend, U.S.-China trade negotiations made better than expected progress with both sides agreeing to a détente in the trade war that began just one short month ago. The main question I'm getting from investors is whether they should trust this initial agreement, and if it will eventually lead to something more sustainable? From my perspective, this misses the more important point for equity investors. To remind listeners, equity markets trade in the future. Therefore, the question to ask yourself is do you think things will be more or less uncertain in six months and will they be better or worse? The other thing to consider is that stocks trade on the second derivative, or rate of change, in growth. On that score, I believe it is likely we saw the trough rate of change in variables that tend to correlate with stock prices the most. More specifically, earnings revisions breadth showed a meaningful uptick last week for the first time this year. Some of this was driven by a pull forward in demand during the first quarter ahead of the tariff announcements that led to better than feared earnings. In addition, several leading companies posted better than expected results thanks to a weaker dollar. Importantly, the translation benefit for U.S. multinational earnings is likely to be a big earnings tailwind for the next six months. Many of the growth negative things we were worried about five months ago have played out now with Liberation Day marking the point of maximum negative sentiment and positioning. There is an adage that equity markets bottom on bad news, and I can't think of a better example of that than Liberation Day last month. Similarly, markets tend to top on good news and this weekend's better than expected outcome on trade negotiations with China could very well lead to a pause in the rally. Therefore, we would buy dips rather than chase stocks on days like today. Markets can look forward to the possibility of growth positive policy changes that still may be in front of us. Things like tax cut extensions, de-regulation and resolution of the debt ceiling and budget appropriations for the next year. Finally, with the threat of further escalation of tariff rates now diminished, the Fed can also come back into the picture with rate cuts sooner than perhaps what the Fed told us last week. While we don't know exactly how much the tariffs will impact inflation over the next year, it is likely to be front-end loaded. In fact, there is a case to be made that tariffs may hurt demand and end up being disinflationary. The Fed is likely to determine this outcome over the summer and could begin to at least signal rate cuts. Such a move will potentially lead to a more sustainable rotation towards lower quality, cyclical stocks and drive animal spirits in a way that many investors were expecting six months ago but simply jumped the gun. Bottom line, I feel more confident in our original outlook for this year for a tough first half, followed by a strong second one. This outlook was based on our view that AI capex growth was bound to decelerate this year, while policy changes were likely to be growth negative to start. Now, we can look forward to growth positive policy changes and productivity benefits from the spending on AI that has already taken place. After such a strong rally, pullbacks are inevitable but unlikely to be anything like we saw last month. So, buy the dips. Thank you for choosing to listen. Leave us a review, and let us know what you think about the podcast. If you enjoy listening to Thoughts on the Market, tell a friend or colleague about us today.
Today's show features: Brian Benstock, Partner GM of Paragon Honda, Curtis Biggs, General Manager of NewRoads Mazda, Alex Lawrence, CEO of EV Auto. This episode is brought to you by: BizzyCar – How are top dealers keeping service profits high—even in uncertain times? They're using BizzyCar—the “easy button” for turning recall opportunities into real revenue. Built by dealers, for dealers, BizzyCar's AI-powered Recall Management and Mobile Service Platform helps service departments reengage lost customers, fill service bays, and boost revenue. Try BizzyCar today and get a special offer only for CDG listeners at https://carguymedia.com/bizzycar Interested in advertising with Car Dealership Guy? Drop us a line here: https://cdgpartner.com Interested in being considered as a guest on the podcast? Add your name here: https://bit.ly/3Suismu Interested in advertising with Car Dealership Guy? Drop us a line here: https://cdgpartner.com Interested in being considered as a guest on the podcast? Add your name here: https://bit.ly/3Suismu Check out Car Dealership Guy's stuff: CDG News ➤ https://news.dealershipguy.com/ CDG Jobs ➤ https://jobs.dealershipguy.com/ CDG Recruiting ➤ https://www.cdgrecruiting.com/ My Socials: X ➤ https://www.twitter.com/GuyDealership Instagram ➤ https://www.instagram.com/cardealershipguy/ TikTok ➤ https://www.tiktok.com/@guydealership LinkedIn ➤ https://www.linkedin.com/company/cardealershipguy/ Threads ➤ https://www.threads.net/@cardealershipguy Facebook ➤ https://www.facebook.com/profile.php?id=100077402857683 Everything else ➤ dealershipguy.com
Send us a textU.S. / China trade tensions thaw as the economic powers drop reciprocal tariffs and agree to further talks.How are business leaders responding?What does it mean for investors?What do we expect to happen next?Tune in!Join Market Outsiders live every weekday at 9:15AM ET on LinkedIn and YouTube - and now, episodes are also available on Strategy Simplified every Monday, Tuesday, and Thursday.Want the full daily experience? Follow the new Market Outsiders podcast to get every episode, Monday through Friday.Subscribe to the new Market Outsiders feed (Apple, Spotify)Follow Management Consulted on LinkedIn and subscribe on YouTubeConnect with Namaan and Jenny Rae on LinkedInConnect With Management Consulted Schedule free 15min consultation with the MC Team. Watch the video version of the podcast on YouTube! Follow us on LinkedIn, Instagram, and TikTok for the latest updates and industry insights! Join an upcoming live event - case interviews demos, expert panels, and more. Email us (team@managementconsulted.com) with questions or feedback.
Shane drops by on a Monday to preview a busy week ahead, accounting for President Trump's highly anticipated Middle East visit. We also spend time recapping the outcome of this past weekend's trade negotiations in Switzerland between the US and China, along with other notable progress made recently on the trade front. Plus, and update as to where progress on Capitol Hill stands with respect to tax legislation. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy
In a hard-hitting episode, @intheMatrixxx and @shadygrooove showcase Trump's unrelenting America-First crusade, exposing globalist corruption on multiple fronts. They celebrate Trump's May 12, 2025, executive order slashing drug prices by tying them to lower international rates, a bold strike against Big Pharma's profiteering, while hailing his China trade win—a 90-day tariff pause that boosts U.S. tech stocks and forces China to tackle fentanyl precursors, proving Trump's leverage over globalist economies after years of Biden-era failures. The show then uncovers a chilling child trafficking hotline scandal, revealing a 30% drop in actionable reports since 2023 due to deep state orders to suppress cases tied to elite networks like Epstein's. From economic victories to exposing systemic betrayal, Trump's fight against trafficking—seen in cartel busts and child predator arrests—demands justice for American families, dismantling the globalist grip one policy at a time. With the constitution as your weapon, join the fight to drain the swamp. The truth is learned, never told—tune in at mg.show to stand with Trump! Keywords Trump, Trump drug prices, China tariff pause, child trafficking hotline scandal, America First, deep state, Epstein files, Ancient Orders, Pam Bondi, Kash Patel, UK trade deal, fentanyl bust, law and order, MG Show, @intheMatrixxx, @shadygrooove, fake news, truth, constitution, MG Show Podcast, Jeffrey Pedersen, Shannon Townsend, Independent Journalism, Alternative Media, Political Insights, Constitutional Rights, Live Coverage, Real-Time Analysis, DJT Truth Social, Combating Censorship, Unfiltered Political Insights Filename mgshow-s7e089-trump_slashes_drug_prices_china_trade_win_child_trafficking_hotline_scandal_exposed Tune in weekdays at 12pm ET / 9am PST, hosted by @InTheMatrixxx and @Shadygrooove. Catch up on-demand on https://rumble.com/mgshow or via your favorite podcast platform. Where to Watch & Listen Live on https://rumble.com/mgshow https://mgshow.link/redstate X: https://x.com/inthematrixxx Backup: https://kick.com/mgshow PODCASTS: Available on PodBean, Apple, Pandora, and Amazon Music. Search for "MG Show" to listen. Engage with Us Join the conversation on https://t.me/mgshowchannel and participate in live voice chats at https://t.me/MGShow. Social & Support Follow us on X: @intheMatrixxx and @ShadyGrooove Join our listener group on X: https://mgshow.link/xgroup Support the show: Fundraiser: https://givesendgo.com/helpmgshow Donate: https://mg.show/support Merch: https://merch.mg.show MyPillow Special: Use code MGSHOW at https://mypillow.com/mgshow for savings! Crypto donations: Bitcoin: bc1qtl2mftxzv8cxnzenmpav6t72a95yudtkq9dsuf Ethereum: 0xA11f0d2A68193cC57FAF9787F6Db1d3c98cf0b4D ADA: addr1q9z3urhje7jp2g85m3d4avfegrxapdhp726qpcf7czekeuayrlwx4lrzcfxzvupnlqqjjfl0rw08z0fmgzdk7z4zzgnqujqzsf XLM: GAWJ55N3QFYPFA2IC6HBEQ3OTGJGDG6OMY6RHP4ZIDFJLQPEUS5RAMO7 LTC: ltc1qapwe55ljayyav8hgg2f9dx2y0dxy73u0tya0pu All Links Find everything on https://linktr.ee/mgshow
The Trump administration has engaged in ongoing negotiations with China to resolve the trade conflict that escalated after both nations imposed a series of retaliatory tariffs. These discussions aim to de-escalate tensions and address longstanding concerns over trade imbalances, intellectual property rights, and market access, with the goal of reaching a more equitable and stable economic relationship between the two countries. Freedom Marketplace: https://freedommarketplace.net The Stack: https://www.toddhuffshow.com/stack-of-stuff Email: todd@toddhuffshow.comPhone: 317.210.2830Follow us on…Instagram: @toddhuffshowFacebook: The Todd Huff ShowTwitter: @toddhuffshowLinkedIn: The Todd Huff ShowTikTok: @toddhuffshowSupport Our Partners:https://www.toddhuffshow.com/partners Links:https://www.mypillow.com/todd Promo Code: TODDhttps://mystore.com/toddhttps://soltea.com - Promo Code TODD for $29.95 off your first orderEaston University - https://www.eastonuniversity.comkenaifish.com - Promo Code TODD to save 15%
051225 Scott Adams Show, Trump wins Pakistan, India, Ukraine, Russia, China Trade, BigPharm, and Riyadh SA
The Trump administration has engaged in ongoing negotiations with China to resolve the trade conflict that escalated after both nations imposed a series of retaliatory tariffs. These discussions aim to de-escalate tensions and address longstanding concerns over trade imbalances, intellectual property rights, and market access, with the goal of reaching a more equitable and stable economic relationship between the two countries. Freedom Marketplace: https://freedommarketplace.net The Stack: https://www.toddhuffshow.com/stack-of-stuff Email: todd@toddhuffshow.comPhone: 317.210.2830Follow us on…Instagram: @toddhuffshowFacebook: The Todd Huff ShowTwitter: @toddhuffshowLinkedIn: The Todd Huff ShowTikTok: @toddhuffshowSupport Our Partners:https://www.toddhuffshow.com/partners Links:https://www.mypillow.com/todd Promo Code: TODDhttps://mystore.com/toddhttps://soltea.com - Promo Code TODD for $29.95 off your first orderEaston University - https://www.eastonuniversity.comkenaifish.com - Promo Code TODD to save 15%
Shane drops by on a Monday to preview a busy week ahead, accounting for President Trump's highly anticipated Middle East visit. We also spend time recapping the outcome of this past weekend's trade negotiations in Switzerland between the US and China, along with other notable progress made recently on the trade front. Plus, and update as to where progress on Capitol Hill stands with respect to tax legislation. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy
In our first hour, we discuss the 90-day pause on ratcheted-up tariffs between the U.S. and China -- and we give you "Five Things" to start your Monday. . . .
God's Debris: The Complete Works, Amazon https://tinyurl.com/GodsDebrisCompleteWorksFind my "extra" content on Locals: https://ScottAdams.Locals.comContent:Politics, Gen Z, Cancer Spike Young People, Historical Civilizations Arc, USAID Fraud, Oklahoma Teaching 2020 Election Possibilities, Election Integrity, Columbia Protesters Identified, DOGE Deactivated Fed Credit Cards, Alberta Independence Push, China Trade, Trump's Negging Persuasion, India Pakistan Cyber Attacks, Iran Nuclear Talks, Ukraine Drone Production, Fusion Energy, Scott Adams~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~If you would like to enjoy this same content plus bonus content from Scott Adams, including micro-lessons on lots of useful topics to build your talent stack, please see scottadams.locals.com for full access to that secret treasure.
Ukrainian President Volodymyr Zelenskyy says he's ready to sit down with Russian President Vladimir Putin to end the war - challenging him to meet in-person in Turkey next week. Zelenskyy had demanded a 30-day ceasefire be agreed to first. But it now appears peace talks will go ahead without that guarantee.Also: Top U.S. trade negotiators say talks with China this weekend have been positive and productive. While no specifics will be revealed until tomorrow, President Donald Trump is hailing it as a "total reset" in the trade relationship.And: A group of Canadian millionaires says they want to pay more in taxes - arguing a higher tax burden is good for the country. But opponents warn that when the rich pay more, it could cost everyone.Plus: Pope Leo XIV gives his first Sunday blessing, the unprecedented use of AI in courtrooms, declining numbers of migratory birds, and more.
People traveled to the Vatican from all over the world to witness the election of a new pope. What more do we know about the life of the Chicago-born pontiff who also holds Peruvian citizenship? Also, negotiators from the US and China will meet this weekend in Switzerland for talks about the trade war between the two countries.Want more comprehensive analysis of the most important news of the day, plus a little fun? Subscribe to the Up First newsletter.Today's episode of Up First was edited by Daniel Burke, Ryland Barton, Padmananda Rama, Janaya Williams and Alice Woelfle. It was produced by Kaity Kline, Nia Dumas and Christopher Thomas. We get engineering support from Neisha Heinis. Our technical director is Carleigh Strange.And our Executive Producer is Jay Shaylor. Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy
President Trump floated lowering tariffs on Chinese imports to 80%. Major indexes were down for the week despite Thursday's rally. Plus: Expedia shares dropped after reporting weakening travel demand to and from the U.S. Danny Lewis hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
Wrapping up another volatile week for stocks, Carl Quintanilla, David Faber and Mike Santoli set the stage for U.S.-China trade talks due to begin Saturday in Switzerland. The anchors reacted to President Trump's social media post in which he suggested lowering China tariffs to 80 percent from 145 percent. Bitcoin continues to rebound, rallying to levels not seen since late January. Barrick Mining CEO Mark Bristow joined the program at Post 9 and discussed gold's record run. The earnings parade in focus – including big moves in shares of Pinterest, Affirm and Expedia. Squawk on the Street Disclaimer
Pope Leo celebrates his first mass as he becomes the first American leader of the Catholic Church. Also, new details on Trump's trade deal with the UK as U.S. officials are set to meet with Chinese counterparts this weekend to talk tariffs. And, an inside look into the viral “Tulip Time” festival.
MRKT Matrix - Friday, May 9th Stocks muted on Friday as traders are cautious ahead of China trade talks (CNBC) Trump Says 80% China Tariff ‘Seems Right,' Ahead of Talks (Bloomberg) First Chinese freight ship goods hit with Trump's 145%-plus tariffs arriving at U.S. ports (CNBC) Buy the trade deal expectations, but sell the fact, BofA's Hartnett says (CNBC) Trump Seeks Tax Hike on Wealthy Earnings $2.5 Million or More (Bloomberg) Fed's Barr Warns Tariffs Risk Higher Inflation, Unemployment (Bloomberg) S&P 500 Earnings Season Update (FactSet) IPO Market, Frozen Since Liberation Day, Shows Some Signs of Thaw (WSJ) --- Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs
Trade officials from the worlds biggest economies are coming together for discussions this weekend. US-President Donald Trump says tariffs on goods from China may come down. Asia Business Correspondent says people shouldn't get their hopes up. "These aren't really negotiations about trade, they're talks about having talks," he said. LISTEN ABOVE. See omnystudio.com/listener for privacy information.
Stocks traded lower Friday as investors await much-anticipated trade talks between U.S. and Chinese officials this weekend. We'll tell you all you need to know.
God's Debris: The Complete Works, Amazon https://tinyurl.com/GodsDebrisCompleteWorksFind my "extra" content on Locals: https://ScottAdams.Locals.comContent:Politics, Columbia UFO Sphere, Attractive Eyes, Hollywood Tax Breaks, Surgeon General Nomination, Dr. Casey Means, Joycelyn Elders, Stanford Review, China Spy Op Stanford, Prince Andrew Confidant, Houthi Attacks Pause, UK Trade Deal, Jerome Powell, Fed Political Bias, DOGE Firing Software, Scott Bessent, Untraceable Treasury Payments, DOGE Contract Cancellations, Voter ID Democrat Opposition, Apprenticeship EO, Electrical Worker AI Jobs, High School Worker Recruitment, US Greenland Spying, Greenland Color Revolution, China Trade, Pete Buttigieg, Government Excessive Regulation, Biden's Environmental Justice, India Pakistan Tensions, Scott Adams~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~If you would like to enjoy this same content plus bonus content from Scott Adams, including micro-lessons on lots of useful topics to build your talent stack, please see scottadams.locals.com for full access to that secret treasure.
Marc Cox talks with former Senator Jim Talent about key international issues, including U.S.–China trade negotiations, tariff strategies, and the principle of reciprocity. They also discuss decoupling from China, Iran's nuclear ambitions, military preparedness, and U.S. diplomatic efforts in the Middle East. Talent emphasizes the importance of rebuilding the manufacturing base and fair trade practices as part of a broader geopolitical strategy.
Pakistan's prime minister has given his military the green light to respond to Indian airstrikes. The Federal Reserve has a tough decision to make when it comes to interest rates. Trump officials are set to meet with Chinese representatives to talk trade. Five people have been charged in California over an alleged human smuggling operation. Plus, Smokey Robinson has been accused of sexual assault. Learn more about your ad choices. Visit podcastchoices.com/adchoices
U.S trade officials to meet with their Chinese counterparts in the first step to de-escalate trade tensions. Plus, AMD lays out more than billion dollars in new co cost stemming from the trade war. While Nvidia's CEO has his own warning. And Later, Washington hits Pharma. We'll tell you what's sending that sector lower.
Kevin Green says scheduled talks between U.S. and China trade officials could indicate the first steps of de-escalation and ratcheting down some of the current tariff levels. But, before those talks take place this weekend, investors await the FOMC decision later today. KG will be listening to the Fed Chair's language surrounding upcoming months and the possibility of a June rate cut. Then, Kevin looks at the post-earnings move in AMD Inc. (AMD) after its quarterly figures beat Street estimates.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
President Trump shrugs off concerns about his handling of the U.S. economy in an interview with NBC'S Meet The Press, stressing that his main goal is to agree a fair trade deal with China. Warren Buffett shocks Berkshire Hathaway shareholders by announcing his retirement. The billionaire investor has led the company for more than 60 years and will now hand over leadership to vice-chairman Greg Abel. Crude prices fall as Opec+ nations agree to speed up production hikes once again. Also in oil news, Shell is reportedly considering a takeover of rival BP. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
A better than expected jobs report provides perhaps some economic relief. How long can the good news last? Economists are warning that higher prices are coming quick. Plus, CNN is in Mexico as troops hunt down drug cartels. Learn more about your ad choices. Visit podcastchoices.com/adchoices
China has acknowledged that the Trump administration has reached out to negotiate tariffs, potentially signalling openness to a deal. CNBC's Eunice Yoon in Beijing discusses the latest developments, and warns that Chinese people and businesses believe they can weather a trade war storm. On the White House North Lawn, National Economic Council Director Kevin Hassett discusses the state of the U.S.-China trade negotiations along with President Trump's tariff policy. CNBC's Phil LeBeau and General Motors chair and CEO Mary Barra discuss the company's new 2025 guidance, the impact of President Trump's auto tariffs and bringing auto manufacturing back to the U.S. Plus, Tesla has denied a Wall Street Journal report that its board was searching for a replacement for chief executive Elon Musk.In this episode:Kevin Hassett - 18:05Mary Barra - 34:45 In this episode:Eunice Yoon, @onlyyoontvMary Barra, @mtbarraJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinCameron Costa, @CameronCostaNY
“We hold all the cards” with China, argues Sean O'Hara, and thinks resolution will come soon. He's also watching progress on the tax bill. With oil lower, he doesn't think inflation will be sticky, and with a slowdown in economic growth he thinks that makes the Fed free to lower rates. He says the market has found a bottom “for now,” but could see pain in the second half.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Wayne Kaufman joins Diane King Hall at the NYSE desk to share his thoughts on the market impact of the U.S.-China trade talks and President Trump's reaction to the recent volatility. Kaufman believes that while the government may not publicly admit it, there are likely ongoing negotiations between the U.S. and China, citing recent tariff rollbacks as a sign of progress. He also sees the recent market bounce as a positive sign, but notes that the S&P 500 still has to clear key resistance levels to sustain the momentum.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Dave Mazza looks at Boeing (BA) after better-than-expected earnings, but the outlook "is really so hard to forecast" in light of ongoing trade tensions with China. While Dave still thinks the investment community is skeptical on BA, he does call the aerospace giant a potential turnaround story. For Tesla (TSLA), Dave says the company's story is "really hard to disentangle from Elon Musk." He provides his outlook for the rest of the Mag 7 stocks ahead of earnings.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
U.S. semiconductor companies Nvidia and Advanced Micro Devices will contend with new export restrictions on specialized chips for China and other nations. WSJ reporter Asa Fitch explains how that will hit the companies' future earnings. Then, Meta CEO Mark Zuckerberg has tried many avenues to prevent the Federal Trade Commission's antitrust case from going to trial. WSJ reporter Rebecca Ballhaus has an exclusive look at some of those efforts. Victoria Craig hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
#TARIFFS: CHINA TRADE PLUNGING. #SCALAREPORT: CHRIS RIEGEL CEO, SCALA.COM@STRATACACHE. . 1907
The Rich Zeoli Show- Hour 1: 3:05pm- U.S.-China Trade Feud Escalates: Earlier this week, President Donald Trump increased reciprocal tariffs on Chinese imports to 145%—citing the country's adoption of unfair trade practices and its role in fentanyl distribution. In response, China announced that it will be placing a 125% on American imports. Trump Administration Trade Representative Jamieson Greer called the decision “not terribly surprising but certainly unfortunate.” Rich emphasizes that President Trump “needs to announce deals” in order to calm markets and allow the administration to focus its efforts on remedying Chinese trade predations. 3:10pm- On Friday, White House Press Secretary Karoline Leavitt said “the phones are ringing off the hook” with U.S. trade partners seeking to discuss retooled agreements. Yesterday, Treasury Secretary Scott Bessent said he had been in contact with as many as 75 nations—and he plans to begin negotiations in the coming days. 3:20pm- While appearing on Fox News, Acting U.S. Attorney for the District of New Jersey Alina Habba revealed that she has directed her office to investigate Governor Phil Murphy (D-NJ) over the state's refusal to assist federal immigration enforcement officials. 3:40pm- On Friday, President Donald Trump expressed interest in making Daylight Saving Time permanent. In a post to Truth Social, he wrote: “The House and Senate should push hard for more Daylight at the end of a day. Very popular and, most importantly, no more changing of the clocks, a big inconvenience and, for our government, A VERY COSTLY EVENT!!!” Rich jokes that Trump will simply send Treasury Secretary Scott Bessent to negotiate with the sun for an additional hour of daylight—after successfully negotiating new trade deals with Vietnam and Japan, of course. Weekday afternoons on Talk Radio 1210 WPHT, Rich Zeoli gives the expert analysis and humorous take that we need in this crazy political climate. Along with Executive Producer Matt DeSantis and Justin Otero, the Zeoli show is the next generation of talk radio and you can be a part of it weekday afternoons 3-7pm.
Trump hits China with 125% tariffs after their 84% retaliation. Richard Werner joins Patrick Bet-David to break down global power dynamics, trade leverage, and whether Trump's bold strategy could reshape the world economy.
The Trump administration has revoked hundreds of visas of foreign students, including PhD student Rumeysa Ozturk who was detained on the street by ICE agents. The Trump administration plans to cut 20,000 jobs from the Department of Health and Human Services. President Trump pulls Elise Stefanik's nomination for UN Ambassador to keep her in the House, protecting the GOP's razor-thin majority. And, NPR looks at how U.S. tariffs are putting pressure on Chinese businesses, with some raising prices and others making trade-offs to stay competitive.Want more comprehensive analysis of the most important news of the day, plus a little fun? Subscribe to the Up First newsletter.Today's episode of Up First was edited by Eric Westervelt, Jane Greenhalgh, Jason Breslow, Reena Advani, Arezou Rezvani and Mohamad ElBardicy.It was produced by Ziad Buchh, Milton Guevara, Aowen Cao, Nia Dumas and Christopher Thomas.We get engineering support from Neisha Heinis, and our technical director is Carleigh Strange.Our Executive Producer is Jay Shaylor.Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy