

Stocks Rebound Post-Tariff Tantrum as Investors Weigh CPI
11 snips May 13, 2025
John Lipsky, former managing director of the International Monetary Fund, shares insights on the US economy and global risks, discussing inflation and the impact of tariffs on markets. Brian Wieser, Principal at Madison and Wall, analyzes advertising trends as upfronts begin and the effects of economic uncertainty on ad spending. The conversation also highlights shifting consumer behavior amidst trade tensions and the evolving dynamics of digital versus traditional advertising, leaving listeners with thought-provoking perspectives on current economic challenges.
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Tariff Uncertainty Slows Growth
- U.S.-China tariff uncertainty is causing reduced corporate capital expenditure and slower growth.
- Firms globally are reconsidering alignment choices amid rising trade tensions, impacting investment decisions.
Fixed Income Yields Attract Attention
- Fixed income markets now offer attractive yields, renewing investor interest after a decade.
- Tariffs have caused some widening in credit spreads, but credit quality remains strong overall.
Market Normalization and Bull Run
- Markets normalize after unusually volatile years, signaling a new 25-year secular bull market.
- Stocks are expected to be higher six to twelve months from now, emphasizing patience for investors.