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cover of episode An existential crisis for markets?

An existential crisis for markets?

2025/5/13
logo of podcast Marketplace All-in-One

Marketplace All-in-One
AI Deep Dive Transcript
People
B
Ben Kumar
D
David Brancaccio
N
Nancy Marshall-Genzer
S
Samir Hashmi
Topics
David Brancaccio: 我认为最近的股市波动就像一场梦醒来，特朗普总统的关税政策导致的股市混乱在某种程度上得到了纠正。市场似乎对贸易消息非常敏感，这让我感到有些担忧，因为这种波动性可能会影响消费者和企业的信心。 Ben Kumar: 我觉得观察人们如何根据特朗普总统的推特定价和重新定价令人印象深刻。股市的价值在一个月内上涨20%是不合理的，这引发了对市场估值的质疑。我们是否应该对市场的这种快速变化保持警惕，并反思我们对经济的理解？当前的股市反弹类似于特朗普第一轮贸易政策下的市场表现，受益的包括银行和小盘股。我认为频繁发布经济衰退预测的大型银行可能损害了其作为全知全能的声誉。如果四月初说情况可能更加不确定，等待观望，可能对银行的声誉更有利。

Deep Dive

Shownotes Transcript

The stock market mess many connect to President Donald Trump's intense tariff policy is, as of this morning, largely corrected. We'll unpack the recent market rollercoaster ride and discuss what to make of it all. Plus, a sweeping tax bill could extend many tax cuts from Trump's first term — but plenty of twists are expected ahead. And Trump is in Saudi Arabia for a four-day trip to the Gulf. What's on the agenda?