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cover of episode An FDA Resignation & An M&A Outlook with Makan Delrahim 3/31/25

An FDA Resignation & An M&A Outlook with Makan Delrahim 3/31/25

2025/3/31
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A
Andrew Ross Sorkin
美国知名金融记者和作家，担任《纽约时报》金融专栏作家和CNBC《早间交易》共同主播。
B
Becky Quick
以其财经新闻专长和独特采访风格而闻名的CNBC电视记者和新闻主播。
K
Katie Kramer
M
Makan Delrahim
S
Scott Gottlieb
Topics
Katie Kramer: 本期节目讨论了特朗普政府的反垄断政策、麻疹疫情以及公众对疫苗接种的信任度等问题。 Makan Delrahim: 特朗普政府时期，反垄断法将继续得到严格执行，但许多公司仍在考虑并购交易。 Andrew Ross Sorkin: 特朗普政府的关税政策和其潜在的经济影响，以及特朗普总统再次提及竞选第三任期的可能性。 Scott Gottlieb: FDA顶级疫苗官员辞职事件，以及美国麻疹疫情的爆发，以及公众对疫苗接种信任的重要性。 Becky Quick: 对美国麻疹疫情的担忧，以及对疫苗接种信任度的讨论。 Joe Kernan: 对特朗普政府关税政策的讨论，以及对美国经济的担忧。

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Chapters
This chapter analyzes the market reactions and economic forecasts in the face of President Trump's newly announced tariffs. Experts discuss the potential impact on inflation, GDP, and the overall economic outlook, highlighting uncertainty and debate within the White House.
  • Dow, S&P, and NASDAQ indices show significant declines.
  • Gold prices reach record highs.
  • Goldman Sachs raises tariff assumptions and inflation expectations, lowers GDP estimate, and increases expected rate cuts.
  • Uncertainty remains about the scope and specifics of the tariffs.

Shownotes Transcript

The FDA’s top vaccine official has resigned) from the agency, citing what he called “misinformation and lies” from HHS Secretary Robert F. Kennedy Jr. about vaccinations. Former FDA Commissioner Dr. Scott Gottlieb discusses the official’s departure, the U.S. measles outbreak), and the importance of bolstering public trust in science and health systems. Former antitrust assistant attorney general Makan Delrahim discusses the future of M&A under the second Trump administration, and investors and business owners are bracing for President Trump’s tariffs set to take effect on April 3). Plus, President Trump has once again floated the idea for a third term, and the President has commuted Ozy Media founder Carlos Watson’s prison sentence). 

 

Makan Delrahim - 18:20

Dr. Scott Gottlieb - 29:53

 

In this episode:

Becky Quick, @BeckyQuick)

Joe Kernen, @JoeSquawk)

Andrew Ross Sorkin, @andrewrsorkin)

Katie Kramer, @Kramer_Katie)