Investors hadn’t quite finished wrapping their heads around what the escalating trade tensions with China would mean for their portfolios when President Donald Trump lobbed another bombshell into markets: the threat of tariffs on all imports from Mexico unless the nation halts the flow of immigrants crossing the border into the U.S. Bloomberg Opinion columnist Brian Chappatta joins the “What Goes Up” podcast to discuss the market’s reaction and why, despite the threat of higher prices from tariffs, investors are betting on lower interest rates. Also joining the show is Lori Calvasina, head of U.S. equity strategy at RBC Capital Markets, who describes her firm’s deep-dive research into how trade tensions will affect companies. They went through 500 conference-call transcripts over three quarters and lived to tell about it! 

Mentioned in this podcast:  S&P 500 Is at Risk of a 10% Tumble as Trade Angst Deepens, RBC Says Bond Traders Start Panic Buying in New Yield OrderPimco Warns That Central Banks Can’t Rescue the Bond Market Wall Street’s Darkening Trade War Gloom Means Tossing Old Advice

Investors hadn’t quite finished wrapping their heads around what the escalating trade tensions with China would mean for their portfolios when President Donald Trump lobbed another bombshell into markets: the threat of tariffs on all imports from Mexico unless the nation halts the flow of immigrants crossing the border into the U.S. Bloomberg Opinion columnist Brian Chappatta joins the “What Goes Up” podcast to discuss the market’s reaction and why, despite the threat of higher prices from tariffs, investors are betting on lower interest rates. Also joining the show is Lori Calvasina, head of U.S. equity strategy at RBC Capital Markets, who describes her firm’s deep-dive research into how trade tensions will affect companies. They went through 500 conference-call transcripts over three quarters and lived to tell about it! Mentioned in this podcast: <a href="https://www.bloomberg.com/news/articles/2019-05-31/s-p-500-at-risk-of-10-tumble-as-trade-angst-deepens-rbc-says"> S&amp;P 500 Is at Risk of a 10% Tumble as Trade Angst Deepens, RBC Says</a><a href="https://www.bloomberg.com/opinion/articles/2019-05-29/bond-traders-start-panic-buying-in-new-yield-order"> Bond Traders Start Panic Buying in New Yield Order</a><a href="https://www.bloomberg.com/opinion/articles/2019-05-30/pimco-warns-that-central-banks-can-t-rescue-the-bond-market">Pimco Warns That Central Banks Can’t Rescue the Bond Market </a><a href="https://www.bloomberg.com/news/articles/2019-05-29/wall-street-refreshes-trade-war-script-as-sell-off-gathers-speed">Wall Street’s Darkening Trade War Gloom Means Tossing Old Advice</a>

Hosts Mike Regan and Vildana Hajric are joined each week by expert guests to discuss the main themes influencing global markets. They explore everything from stocks to bonds to currencies and commodities, and how each asset class affects trading in the others. Whether you’re a financial professional or just a curious retirement saver, What Goes Up keeps you apprised of the latest buzz on Wall Street and what the wildest movements in markets will mean for your investments.

Hosts Mike Regan and Vildana Hajric are joined each week by expert guests to discuss the main themes influencing global markets.

What Goes Up

Border Bombshell

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7aa463b8-a287-4e55-bf44-ae3c003983e8/transcript

Advertisement