US Treasuries Fall on Tariff Signs

9 snips

Mar 24, 2025

Dana D’Auria, Co-Chief Investment Officer at Envestnet, shares her expert insights on current market corrections. She discusses how tariffs and high equity valuations are influencing investment strategies. While acknowledging the nervous atmosphere for investors, she reassures listeners that market corrections are historically common and don't always signal a looming recession. Dana emphasizes the importance of diversification and fixed income investments in this volatile landscape, offering practical advice for navigating today's financial uncertainties.

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ADVICE

International Diversification

Diversify portfolios internationally, especially given current high US market valuations.
Consider this a long-term strategy, regardless of short-term market fluctuations.

ADVICE

Cash Management and Equity Allocation

Invest long-term cash holdings instead of leaving them idle.
Consider taking profits from equities if your portfolio is overweight and your risk tolerance is reached.

INSIGHT

Bitcoin vs Gold

Bitcoin is a speculative, risk-on asset, not a safe haven like gold.
Its volatility makes it unsuitable as a stable investment.

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Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel

Today’s Podcast Features are:

Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses US Treasuries falling. It’s a sign that investors are favoring riskier assets, after reports that the tariffs President Donald Trump is set to announce next month will be more targeted than he has indicated.

Dana D’Auria, Co-Chief Investment Officer, at Envestnet, discusses her outlook for the markets. She thinks tariffs, looming federal budget cuts, and high US equity valuations are the likely causes of this new market correction. This exact mixture of correction “ingredients” may be new, but corrections themselves are not. Yes, this is a nervous time for investors, however history illustrates that stock market corrections are not unusual. A correction can happen without a corresponding economic recession, and the majority of corrections don’t turn into more serious bear markets (which occur when the market drops 20% from its high.)

Ros Mathieson, Bloomberg News Director for Europe, the Middle East and Africa, discusses U.S, Russia talks. US and Russian officials are meeting in Saudi Arabia a day after American and Ukrainian teams held talks, as President Donald Trump pushes for progress in achieving a ceasefire in the war. The Russian delegation arrived at the venue on Monday for the closed-door talks with the US in the Saudi capital Riyadh, Russia’s Tass news service reported.

Ryan Fisher, Bloomberg BNEF EV Charging Team Leader, discusses BYD’s announcement that its newest electric vehicle can charge in just five minutes. This brings EVs a step closer to the advantage gasoline has in refueling and crushes the models of competitors. The Chinese manufacturer said that a rapid charge with an unprecedented 1,000 kilowatts of power extends the range of its EV by 400 kilometers (249 miles.)

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