Tapas Strickland

speaker

3,313 appearances 30 recordings 1 series first heard Sep 2024 last heard Aug 2025

Tapas Strickland’s voice in public audio — every appearance, attributed to the second.

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NAB Morning Call · Is the US heading for a recession? · 10 Mar 2025 podcast

That is an interesting way to pose that question. voice-verified

And you'd have to say the market moves that we have seen over the past couple of weeks are increasingly pricing in. voice-verified

Or it's still a relatively small pro probability that the US may go into recession due to all the uncertainty that is out there. voice-verified

Until that uncertainty clears, uh you s you likely have pretty jittery markets. voice-verified

But in terms of what the market was really reacting to, it was Trump's voice-verified

Sunday interview with with Fox News and uh he was asked a question about recession risk in twenty twenty five and he said, I hate to predict things like that. voice-verified

There is a period of transition because what we're doing is very big. voice-verified

We're bringing wealth back to America. voice-verified

That's a big thing. voice-verified

So that may allude to some of the points that you were making j just before. voice-verified

But but the biggest uh bit of that interview, the biggest snippet that I saw was look what I have to do uh sorry, look what I have to do voice-verified

is build a strong country. voice-verified

You can't really watch the stock market. voice-verified

If you look at China, they have a hundred year perspective. voice-verified

So I think that's crystalised, at least in some people's view, within the market, that Trump is probably willing to tolerate a little bit more. voice-verified

So maybe the Trump put, if there is a Trump put in terms of where the equity market volatility goes, maybe that's a a bit lower than it was in his first administration. voice-verified

And there's been a few different opinion opinion articles by voice-verified

And um that's in contrast to his first administration where he judged himself every day by the stock market. voice-verified

He's chosen to judge himself by something else. voice-verified

Mm. voice-verified

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