Bloomberg Technology Tariff Whiplash Sends Tech Stocks Back into Retreat
Apr 10, 2025
Nancy Tengler, CEO and CIO of Laffer Tengler Investments, shares her insights on current market trends and her strategic buys amidst tech stock volatility. Jay Hatfield, CEO of Infrastructure Capital Advisors, discusses the US economic outlook and how trade uncertainty affects investment opportunities. They explore the effects of tariff changes on significant players like Tesla and Apple, and Tengler highlights how TSMC benefits from these developments. The conversation dives into the interconnectedness of trade dynamics, regulatory scrutiny, and the challenges facing major tech companies.
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Cautious Trading
- Trade cautiously in erratic markets, especially given unpredictable policy changes.
- Maintain positions rather than frequent trading to avoid significant losses.
White House Uncertainty
- The White House has conflicting tariff policy views, creating market uncertainty.
- This internal conflict makes it difficult to understand the administration's true stance.
Recession Unlikely
- A recession is unlikely, but slow growth is expected, driven by hawkish Fed policy.
- The decline in energy prices offsets tariff increases, making Fed policy the primary concern.