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cover of episode Is This The "Trump Put" Markets Have Been Waiting For?

Is This The "Trump Put" Markets Have Been Waiting For?

2025/3/24
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On The Tape
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Chapters
This chapter explores the impact of tariffs on the stock market, discussing recent trends such as rising stocks, yields, and gold prices, and a decrease in the VIX. The conversation highlights the Trump administration's role and the potential 'Trump put' effect.
  • Stock and bond markets experienced significant movements due to tariff news.
  • The 'Trump put' suggests measures to prevent market declines.
  • S&P 500 technical levels are crucial for market stability.

Shownotes Transcript

Dan Nathan and Guy Adami discuss recent market trends, economic indicators and touch on the today’s positive market movements such as rising stocks, yields, and gold prices, alongside a decrease in the VIX. The discussion covers nuances around tariffs and their market impact, recent earnings reports, and analysts' upgrades and downgrades. Key highlights include insights from Morgan Stanley’s Mike Wilson on a potentially tradable rally and sector performance analysis, particularly in tech and financials. The conversation also explores the competitive landscape in retail with stocks like Nike, FedEx, Micron, and Boeing, and assesses the effects of recent updates in Chinese equities and other industry sectors.

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