Bloomberg Talks Afsaneh Beschloss Talks Tariffs, Rate Cuts
Jul 7, 2025
Afsaneh Beschloss, CEO and founder of Rock Creek Group, dives into the turbulent waters of market dynamics influenced by recent tariff announcements. She shares her insights on how these tariffs may lead to continued market choppiness and discusses the potential for interest rate cuts by the Federal Reserve. The conversation also explores institutional investors adjusting their strategies in response to economic shifts, with a close look at consumer costs and the evolving trade landscape between China and Vietnam.
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Markets Shocked by 25% Tariffs
- The market was shocked by new tariffs rising to 25%, higher than the anticipated 15-17% range.
- This shock and uncertainty over tariffs on key partners will keep markets volatile.
Tariffs Could Trigger Rate Cuts
- U.S. growth may slow due to tariffs, which could lead to interest rate cuts as soon as September.
- This may also weaken the U.S. dollar, prompting diversification away from U.S. assets.
Diversify Beyond Expensive U.S. Stocks
- U.S. stocks are the most expensive globally, making diversification critical amid tariff risks.
- Investors increasingly consider European, Japanese, and emerging market stocks for better valuations and growth.