Temerity, Punditry & More Market Uncertainty

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 12 March 2025

⏱️ 35 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan and Guy Adami dive into the implications of the latest Consumer Price Index (CPI) data, which came in softer than expected. They discuss how the Federal Reserve's preferred inflation metrics, tariffs, and the looming trade war with China affect market sentiment. The conversation touches on the recent fluctuations in the stock market, particularly the performance of tech stocks like Nvidia ahead of their user conference, the impact of the trade war on inflation, and the potential for a slowdown in the job market. The discussion also highlights the recent performance of banking stocks, consumer spending trends, and the importance of bipartisan support for economic reforms. The episode explores the forecasting challenges faced by market strategists and the potential for significant market moves in the near future. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

Transcript

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0:54.2	events. To find out more about IConnections events and members-only platform, visit iConnections.io.
1:02.0	Welcome to the Risk Reversal podcast. I'm Dan Neath. joined by Guy Adami. This is Wednesday morning,
1:07.8	CPI Day guy right on the opening. How you doing? Is this the all-important
1:12.2	CPI day? Is that the all-important job? I forget, you know, I'd lose track. Well, we have to look
1:17.6	forward to the Fed's most favored PCE, which would be their favorite inflation reading. We've got a lot
1:23.9	to go through. We'll talk a little bit about inflation. We'll talk about tariffs and the trade war, the looming trade war. Some messaging from the Trump administration. This has been going on for a few days about the economy. We know going back a few weeks. Treasury Secretary Bessent was more focused on the 10-year yield, which oddly guide today is rallying a little bit, that yield.
1:45.9	So we're going to get that a little bit.
	...

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