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CNBC's "Fast Money"

The Ripple Effects From Auto Tariffs… And The Next Move In Energy 3/27/25

CNBC's "Fast Money"

CNBC

Business, Investing, News

4.31.2K Ratings

🗓️ 27 March 2025

⏱️ 44 minutes

🧾️ Download transcript

Summary

Auto stocks in the red as President Trump announces 25% tax on vehicles made outside the U.S.  And it may not be the only sector facing tariff trouble. The other areas of the market at risk, and the impact it could have on the broader market. Plus The next move in energy, as the group leads the S&P 500 this year. Where one top oil analyst sees the space heading, and where he’s going long in the energy sector. Fast Money Disclaimer

Transcript

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0:00.0

And live for the NASDAQ market site right here in the heart of New York City's Times Square.

0:05.0

This is fast money. Here's what's on tap. Trump's take on tariffs taking a toll on a big chunk of the automakers today.

0:13.3

But could the effects be felt even more broadly? Or has the market completely overreacted?

0:19.3

Because oil and energy are actually up this month. But if things

0:22.5

are about the slow, it's now the time to sell? Paul Sanky says he's ignoring all this,

0:28.6

and he'll give you his take. Plus, Lulu looks like it's putting on a lemon on guidance.

0:33.7

Another big AI name decides to go public, and Robert Hood is all growns up, and it's all growns up.

0:39.6

But can the millennial trading app lure in the boomers big bucks?

0:43.2

As Guy Adami might say, that's a lot of show.

0:46.4

And I'm here for it.

0:47.2

I'm Brian Sullivan, in from Melissa Lee tonight.

0:49.3

Coming to you live from Studio B at the NASDAQ on your desk tonight, Tim Seymour, Karen Feynman,

0:55.2

Bonhamen, Eisen, and Steve Grasso. Welcome, everybody. Welcome, Sal, you're a lot of men.

1:00.5

There we go. It's a lot of show. All right. We are going to start this hour in the same place

1:04.9

that you guys ended last night. That, of course, tariffs. Motor City stocks got rocked today.

1:10.8

GM and Ford, the auto parts makers,

1:12.8

all down. In fact, GM, the worst performer in the S&P 500 today. We're going to get more on all

1:20.1

this and autos in a flash, but keep in mind it was not just the auto stocks that took a hit.

1:25.5

Many big pharma companies also selling off as the president

1:29.0

signal they could be the next industry to be targeted. Overall, the macro markets, yes, they were

1:34.5

down today, but not by that much. So before we get to the trade, let's get you caught up on the

1:40.2

actual news. Megan Casella in DC trying to follow. I mean, it's a 24-hour job, Megan,

...

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