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cover of episode A Little Less Tarrified

A Little Less Tarrified

2025/5/1
logo of podcast Macro Minutes

Macro Minutes

Shownotes Transcript

Today we break down the trade war, the dollar, equities, rates, earnings season, and what it all means for markets—plus a quick dive into Treasury refunding.

Participants:

  • **Lori Calvasina **(Research), Head of U.S. Equity Strategy
  • **Blake Gwinn **(Desk Strategy), Head of US Rates Strategy
  • Elsa Lignos (Desk Strategy), Head of FX Strategy

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts