Bloomberg Businessweek
Markets Plummet as Tariff-War Woes Fuel Exodus From US Assets
Apr 10, 2025
Ryan Detrick, Chief Market Strategist at The Carson Group, discusses the precarious state of the U.S. markets amid tariff concerns. Mike Siegel from Goldman Sachs highlights the global repercussions of trade policies on investor sentiment. Gina Martin Adams, Chief Equity Strategist at Bloomberg Intelligence, emphasizes the historical parallels to economic downturns. The conversation delves into market volatility, the significance of diversification, and the potential long-term impact of current trade tensions on the economy.
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Quick takeaways
- Current market volatility is largely driven by trade war fears and uncertainty over tariffs, prompting significant sell-offs across US assets.
- The upcoming earnings season will be crucial for understanding business responses to increased costs from tariffs and their impact on consumer behavior.
Deep dives
Financial Volatility and Market Predictions
Current unpredictable market conditions are linked to significant concerns about the potential for a prolonged period of volatility. Analysts indicate that major sell-offs are typically followed by a delay before the market finds a bottom, often tied to economic distress. For instance, historical data suggests that downturns observed during periods of major market capitulation, such as in 2008, are indicative of deeper issues that can unfold over time. Consequently, investors should focus on fundamentals rather than short-term fluctuations, as the underlying economic conditions are likely to continue influencing market behavior.
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