Real Vision: Finance & Investing What Could Reverse This Market Meltdown? Tariffs Madness & Recession Panic! | Macro Monday ft. Mikkel Rosenvold and Andreas Steno Larsen
18 snips
Apr 7, 2025 Delve into the dramatic downturn of global markets, where declines in commodities and tech are causing concern. The hosts analyze tariff negotiations and their impact on trade stability. They discuss potential shifts in the economic landscape as we approach 2030, providing insights into investment strategies. Investor panic and China's role in commodity markets are explored alongside the complexities of tariff policies, the Federal Reserve's challenges, and strategic opportunities in uncertain times.
AI Snips
Chapters
Transcript
Episode notes
Tariffs and Inflation
- Current market conditions indicate falling prices, not inflation.
- This contradicts fears of tariff-driven inflation, easing Fed concerns.
The Fed's Dilemma
- The Fed is in a dilemma, balancing weak growth, benign inflation, and tariff impacts.
- They likely won't intervene until financial stability is clearly threatened.
China's Market Moves
- China bought commodities overnight, possibly taking advantage of the market downturn.
- It's uncertain whether they're selling US treasuries due to the ongoing trade war.