Sam Badawi
LIVE WITH DAN IVES
4/4/2025, 10:08:59 PM
Economic Summary
- S&P 500 fell 5.8%, worst day in 4 years
- Trump tariffs sparked market uncertainty
- Powell signaled no rate cuts due to inflationary tariffs
- Bond yields dropped without Fed action
- China retaliated with import tariffs
Bullish
- Tariff policy could rebalance trade
- Long-term investors can buy quality at discounts
- Bitcoin acted as hedge amid selloff
- Potential tax cuts may offset tariff impact
- Domestic production could be boosted
Bearish
- Tariffs may trigger recession if prolonged
- Tech companies cutting IT budgets and delaying deals
- Uncertainty causing S&P 500 to drop sharply
- High volatility driven by algos and stop losses
- Guidance cuts likely from major firms
Bullish tickers
BTCPLTRNVDAKOSLG
Bearish tickers
AMZNAAPLTSLANVDAPLTR
People mentioned
SamDan IvesJerome PowellDonald TrumpMike WilsonAhmedGary CohnLarry KudlowSteven MnuchinBasantMatt MoneySteveTucker Carlson