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.
42:34
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Quick takeaways
- Tariff changes have created volatility in tech stocks, raising concerns about long-term economic impacts and investor anxiety.
- Companies like Apple are adapting supply chains by airlifting products from India to mitigate tariff impacts and maintain profitability.
Deep dives
The Impact of Tariff Policies on Markets
Recent tariff changes implemented by the U.S. government have resulted in significant fluctuations in market performance, with investors expressing heightened concern about trade volatility. The announcement of a pause on tariffs for most countries—except China—increased market optimism temporarily, leading to significant gains for companies like Tesla and Apple. However, as the specifics of tariffs on Chinese goods stabilize at a staggering 145%, investors remain anxious about the long-term implications of this uncertainty for global economies and industries. The potential for further escalation of trade tensions continues to loom, affecting stocks across various sectors.
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