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cover of episode Tariffs Not Biting Yet

Tariffs Not Biting Yet

2025/5/4
logo of podcast SL Advisors Talks Markets

SL Advisors Talks Markets

Shownotes Transcript

On Friday the market achieved a welcome milestone in that the S&P500 rose above its pre-Liberation Day level. The unemployment report suggested that we’re not yet falling into a recession. Signs that trade negotiations with China may start was encouraging. Midstream earnings have been coming in with little discernible impact from the tariff trauma. Worth […]