In this episode, Scott Becker discusses the impact of a temporary pause in tariffs, a dip in the Consumer Price Index, and shifting treasury yields.
Chapter 1: What recent announcement did President Trump make about tariffs?
This is Scott Becker with the Becker Private Equity and Business Podcast. So what a fascinating few days in the markets. Here are three of the stories that we're following. First, the markets jumped yesterday on President Trump's declaration that it's going to slow down on tariffs, still going at it with China, but generally took a 90-day pause on the tariffs.
Chapter 2: How did the markets react to the tariff pause announcement?
Chapter 3: What is the current state of the Consumer Price Index and employment?
This drove the markets to their best single day in many years. That was great news yesterday. Today, the market's not so sanguine, not as good, selling off some, down a couple percent. But again, up almost 9%, 10% yesterday, down 2.25% or so today. We'll see if that holds. Third, the consumer price index drops this last month while jobs stay pretty steady.
That's pretty good news from an inflation fighting standpoint. You've also seen the one and two year treasuries drop significantly in terms of their yields. Well, the 10 years held at about four and a quarter, 4.35 or so. Those are a few of the key stories we're following today in terms of what to do about the markets and so forth. Just breathe and hang tight.
And let's hope it'll all be OK over time. Let's hope that sooner or later, President Trump finds solutions with these other nations and then finds a solution that they don't with China. We'll see how it goes. Thank you for listening to the Becker Private Equity and Business Podcast. Again, markets way up yesterday, giving spec some of those gains today and inflation starting to slow.
Thank you for listening to the Becker Private Equity and Business Podcast. Thank you very, very much.