SOTS 2nd Hour: Big Tech Rallies, Tariffs Latest, and Gauging A Market Bottom 03/24/25
Squawk on the Street
Economic Tensions: Tariffs and Consumer Confidence
This chapter explores the intricate dynamics of tariff policies and their economic repercussions, focusing on consumer delinquency rates and spending behavior. It highlights contrasting signals from economic data, insights from major retailers, and the current state of the stock market amid tariff discussions. The conversation emphasizes the pivotal role of consumer confidence in navigating economic uncertainty, especially concerning big tech companies and potential shifts in the AI sector.
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