
SOTS 2nd Hour: Trump Trade Tensions Latest, Bitcoin Bedlam, & Powell Under Fire 7/14/25
Squawk on the Street
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Tariff Tensions and Market Resilience
This chapter explores the recent tariff threats by the president targeting key trading partners, including a potential 30% import tariff on Mexico and the EU. Market responses to these trade tensions are analyzed, revealing an unusual calmness alongside concerns about future earnings impacts. The conversation also addresses the influence of rising interest rates, the Federal Reserve's role, and the evolving dynamics of AI on productivity and corporate earnings.
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