Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, dives into the economic ramifications of tariffs and their shockwaves through the bond market. He reveals how U.S. Treasuries are experiencing wild swings, leading to increased yields. The discussion also touches on the impact of potential trade deals on stock market dynamics and the challenges for companies like Apple facing tariff-induced selloffs. Jersey also highlights the intricate balance of navigating investment strategies amid ongoing volatility and evolving market conditions.
24:28
forum Ask episode
web_stories AI Snips
view_agenda Chapters
auto_awesome Transcript
info_circle Episode notes
volunteer_activism ADVICE
Tactical Buying Opportunities
Buy during times of market panic and fear, as seen during recent sell-offs.
Consider the market's overreaction to recession fears, as there are still positive aspects to the US economy.
volunteer_activism ADVICE
Investing Strategies
Traders should buy tech names for short-term bounces after a sell-off.
Investors should consider cyclical stocks for long-term growth as global growth patterns change.
insights INSIGHT
Market Turbulence and Opportunities
Market turbulence is expected, similar to the volatility seen in the first quarter.
Long-term investors should view market downturns as opportunities, as uptimes generally last longer.
Get the Snipd Podcast app to discover more snips from this episode
Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel
Today’s Podcast Features are:
Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses the economic impact of tariffs. US Treasuries fell Tuesday after the wildest day for bond traders since the height of the pandemic in March 2020. The decline pushed yields on 10-year US bonds up three basis points to 4.21%, after a volatile start to the week in which early gains gave way to steep losses.
Chris Watling, CEO and Chief Market Strategist of Longview Economics, discusses the impact of tariffs on the markets. U.S Stocks headed toward their biggest gain since November and bonds fell after Treasury Secretary Scott Bessent fueled hopes of trade deals, marking a dramatic shift in Wall Street sentiment following a selloff that chopped trillions of dollars off global markets.
Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Apple’s historic selloff. Apple's shares dropped 19% after President Donald Trump’s tariffs announcement, erasing over $637 billion in market value, due to investor skepticism about its ability to navigate President Donald Trump's tariffs on China, Vietnam, and India. Recent events also brought a short-term benefit: customers rushing to retail stores to buy iPhones.
Derrick Flakoll, BNEF Lead US Policy Analyst, discusses the impact of tariffs on the green transition. Donald Trump’s so-called reciprocal tariffs will inflate the cost of a vast range of imports. Under his proposal, a 10% universal tariff comes into effect for almost all US imports on April 5, and higher rates for specific countries activate on April 9th.
Bloomberg Intelligence 