Bloomberg Surveillance
Global Stocks Sell Off as US Tariffs Loom
Mar 31, 2025
Neil Dutta, Head of Macro Research at Renaissance Macro Research, delves into the impact of looming US tariffs on the economy, highlighting a staggering $5 trillion loss in market value. Brian Belski, Chief Investment Strategist at BMO Capital Markets, questions the sustainability of bullish equities amid recession fears and tariff uncertainties. The discussion also touches on the interconnectedness of markets and investment strategies, emphasizing the importance of long-term views during periods of volatility.
36:30
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Quick takeaways
- The impending US tariffs are expected to significantly impact the economy, contributing to a major sell-off in the S&P 500 and raising recession concerns.
- Analysts are cautious about equity markets as increasing tariff risks and a lagging nominal GDP may lead to tighter monetary policy decisions.
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