Closing Bell Closing Bell: Retail Earnings, Toyota COO on Tariff Price Impact 5/19/25
May 19, 2025
Dan Greenhaus from Solus Alternative Asset Management shares his insights on the current trade landscape and the economy. He explores how inflation and tariffs are reshaping pricing strategies for major retailers like Walmart. The conversation also delves into the challenges automakers face amidst a trade war, especially with the launch of the best-selling SUV, RAV4. Greenhaus highlights the need for strategic stock selection and staying engaged despite market volatility, emphasizing potential rebounds in sectors like healthcare.
AI Snips
Chapters
Transcript
Episode notes
Market Rebound and Tariff Uncertainty
- The recent market rebound reflects clearing of technical hurdles and better-than-expected earnings.
- However, uncertainty around tariffs means the market may remain in a holding pattern until clearer progress emerges.
Resilient Economy Amid Negative Sentiment
- Despite a 19% rally, sentiment remains negative as the economy shows resilience.
- Key factors: moderating inflation, strong labor market, and improving business conditions.
Portfolio Diversification Eases Volatility
- Volatility has subsided from previous weeks but remains present.
- Diversified portfolios including alternatives and private credit help navigate ongoing volatility.