Squawk on the Street SOTS 2nd Hour: Another Day, Another Trade Headline: China’s Latest Moves + What It Means For Stocks and Bonds 4/11/25
Apr 11, 2025
Adam Parker, founder and CEO of Trivariate Research, elaborates on equity strategy amid trade war worries. David Miracle, chief U.S. economist at Goldman Sachs, dives into recession risks as trade tensions escalate. Rick Santelli reports alarming dips in consumer sentiment, reflecting wider market implications. They discuss China's retaliatory tariffs on U.S. goods and the effects on stocks and bonds. Additionally, insights from major banks reveal consumer spending trends and the current state of the bond market, showing both challenges and resilience.
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Bond Market Concerns
- Bond market sell-off and rising yields are causing concern.
- This raises questions about U.S. asset credibility and a potential policy response.
Triple Whammy Sell-Off
- The simultaneous selling of stocks, bonds, and the U.S. dollar raises concerns.
- This could indicate a crisis of confidence in U.S. assets due to trade war disruptions.
Economy and Trade War
- The U.S. economy is currently performing well, with positive consumer spending and negative inflation.
- However, trade war disruptions could negatively impact this positive trend.