Wall Street Turmoil & Ukraine’s Ceasefire Agreement | 3.12.25

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What is causing the turmoil on Wall Street?

Georgia Howe 0:03
Uncertainty and doubt are sending shockwaves up and down Wall Street as major stock indexes take a dive.
E.J. Antoni 0:09
All of the models pointed to the market being overbought. And so some of this is simply rebalancing.
John Bickley 0:15
What has investors so spooked? And is this detox period just a phase?
Georgia Howe 0:21
I'm Daily Wire Editor-in-Chief John Bickley with Georgia Howe. It's Wednesday, March 12th, and this is Morning One. Ukraine agrees to a weeks-long ceasefire after peace talks with the U.S. and dueling drone attacks with Russia.
Marco Rubio 0:37
Today, people will die in this war. They died yesterday, and sadly, unless there's a ceasefire tonight, they'll die tomorrow. The president wants that to stop.
John Bickley 0:45
And New York's governor claims the wildcat prison strike is over after firing thousands of picketing corrections officers.
Georgia Howe 0:53
Thanks for waking up with Morning Wire. Stay tuned. We have the news you need to know.
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What are the key reasons behind the market dip?

John Bickley 1:28
Markets continued to fluctuate Tuesday amid growing uncertainty surrounding tariffs and broad cuts to the federal government.
Georgia Howe 1:36
Daily Wire senior editor Cabot Phillips is here with the latest on the market downturn and what's behind it. Hey, Cabot, so Wall Street really taking a beating this week.
Cabot Phillips 1:45
What are we looking at here? Yeah, most financial advisors will tell you not to look at your 401k too frequently. And that is especially sound advice this week. Since Monday morning, the Dow has fallen over 1,000 points, or over 2.5%. The S&P 500 has dropped about 2.7%, and the tech-heavy Nasdaq plunged by around 3%. The Nasdaq in particular had its worst day Monday since September of 2022.

How are tariffs influencing the economy?

Cabot Phillips 2:10
All right, so significant dips. The obvious question, what's causing this market turmoil? Well, it depends on who you ask. Many economists and lawmakers say the dip is a direct result of President Trump's tariffs, and in particular, the shifting nature of those policies. Markets hate uncertainty, and the on-again, off-again tariff threats do seem to have investors spooked. For more on that, I spoke with E.J. Antoni, an economist at the Heritage Foundation.
E.J. Antoni 2:36
It's largely because people are having trouble planning for the future. They don't know how the tariff game is eventually going to shake out. Now, some of that, you could argue, has to do with different folks in the administration not singing from the same hymnal. But I would argue a lot of it has to do with the fact that as soon as we're talking about reciprocal tariffs, you now have a whole nother element that's completely outside of your control, which is what is the president of Mexico going to do? What is the governor of Canada going to do? We don't know. And because our reciprocal tariffs are based off of what those foreign leaders are going to do, we have to essentially wait and see. You can't plan on anything because you don't know what that foreign leader is going to do. And our response, again, is dependent on what that foreign leader does.
Cabot Phillips 3:23
Others, however, say the market has been artificially propped up for years by excessive government spending and inflationary policies that have allowed the market to grow at a pace that was never aligned with economic reality. So now, as Trump is implementing federal spending cuts and vowing to cut the deficit and lower inflation, many investors are seemingly selling off. Here's Antoni to that point.
E.J. Antoni 3:44
In a lot of ways, the market was simply just overbought. For literally years, we had government debt fueling both government spending as well as consumer spending, government handing out welfare payments, for example, that were funded by borrowing.

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