Squawk on the Street

Rebound Rally, the Trump-Powell Effect, Earnings and "Tariff Sensitivity" 4/22/25

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Apr 22, 2025
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INSIGHT

Trump-Powell Turmoil Impacts Markets

  • President Trump's harsh criticism of Fed Chair Powell is unsettling executives and markets.
  • Executives respect Powell and feel Trump's approach is unprofessional and hurts economic confidence.
INSIGHT

Tariff Sensitivity Honesty from Firms

  • Companies like 3M and GE Aerospace report tariff sensitivity but maintain positive full-year outlooks.
  • Honest tariff impact disclosures are rare yet crucial amid evolving trade policies.
INSIGHT

Tariff Delays Heighten Market Uncertainty

  • Uncertainty created by ongoing tariff delays elevates volatility and pressures asset prices.
  • Clear trade policies are needed for businesses to plan capital spending and investments confidently.
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