cover of episode Tariffs Blocked In Court... What's Next?

Tariffs Blocked In Court... What's Next?

2025/5/29
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D
Dan Nathan
知名金融分析师和评论员，常在 CNBC 上提供市场分析和评论。
G
Guy Adami
经验丰富的华尔街交易员和金融分析师，知名媒体人物。
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Guy Adami: 我认为市场对关税被判为非法一事的反应过于乐观，这仅仅是一种膝跳反应。我认为更应该关注的是接下来会发生什么，政府会采取何种对策。考虑到本届政府通常不在乎法院的裁决，他们很可能会挑战这一裁决。基于特朗普以往的反应模式，我认为他会对关税问题采取更强硬的立场，这可能会对市场不利。尽管当前市场表现良好，但潜在的突发事件可能导致市场措手不及。总的来说，我认为市场对法院裁决的乐观情绪可能被误导，持续时间可能较短。 Dan Nathan: 我认为国会已经将权力让渡给了行政部门。特朗普通常会加倍回应批评，因此我预计他对关税问题也会采取强硬态度。我认为在与中国、欧盟、加拿大和墨西哥的贸易谈判中，没有取得任何进展。预计在90天期限临近时，与中国的贸易问题不会得到解决。零售商因担心受到特朗普政府的报复而不敢公开涨价。我认为Target的零售策略存在问题，他们只是对政府叩头。

Deep Dive

Chapters
The hosts discuss the recent court ruling that deemed tariffs illegal and its implications for the market. They analyze the administration's likely response and the potential impact on various sectors.
  • Court ruling deemed tariffs illegal
  • Market reacted positively, but this might be short-lived
  • Administration challenged the ruling
  • Potential for escalation and negative market impact

Shownotes Transcript

Guy Adami and Dan Nathan discuss the recent court ruling deeming tariffs illegal and its potential repercussions on the market. They examine the administration's likely response and reflect on President Trump's handling of trade policies and their impact on various sectors. The hosts then focus on Nvidia's earnings and its significant influence on market sentiment, discussing the broader implications for the semiconductor sector and tech stocks. They also touch on other company performances, including Salesforce and Best Buy, and analyze upcoming economic reports like the jobs number. The episode highlights the complexity of the current financial landscape, emphasizing the importance of staying informed and cautious in light of ongoing trade tensions and economic uncertainties.

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