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cover of episode An existential crisis for markets?

An existential crisis for markets?

2025/5/13
logo of podcast Marketplace Morning Report

Marketplace Morning Report

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B
Ben Kumar
N
Nancy Marshall-Genzer
S
Samir Hashmi
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Ben Kumar: 我认为市场对特朗普的推特反应过度,导致估值波动,让人质疑市场定价的合理性。这种现象让我感到困惑,因为很难理解为何一个月内资产价值会发生如此巨大的变化。这让我开始反思,究竟是上个月的估值是错误的,还是今天的估值是错误的?此外,我认为本轮上涨与特朗普早期政策受益的板块相关,例如银行和小盘股。这些板块在2016-2017年的上涨中表现良好。最后,我认为预测经济衰退的金融机构频繁更新预测,可能损害其作为全知全能的声誉。如果在四月初表示情况可能更加不明朗,并选择观望,可能对他们更有利。

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?