Artwork

Content provided by Colossus, Colossus | Investing, and Business Podcasts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Colossus, Colossus | Investing, and Business Podcasts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Quarterly Market Recap: Q1 2025 - [Making Markets, EP.60]

44:48
 
Share
 

Manage episode 478944094 series 3006705
Content provided by Colossus, Colossus | Investing, and Business Podcasts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Colossus, Colossus | Investing, and Business Podcasts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this quarterly market recap, Matt Reustle turns the mic on Eric to analyze the tumultuous market environment of Q1 2025. They discuss the significant market downturn following the implementation of unexpected tariff policies, with the S&P down over 8% and Nasdaq down 12.5% by mid-April. Eric provides insights into how surprisingly high tariff announcements completely upended market expectations, the bond market's volatile reaction, and potential implications for corporate earnings and economic growth. The conversation explores the complex relationship between the US and China, concerns about capital flight, the Fed's challenging position between inflation and growth concerns, and how political decisions are creating unprecedented uncertainty in global markets.

For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE.

-----

Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes.

Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.

Follow us on Twitter: @makingmkts | @ericgoldenx

Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).

Show Notes

(00:00:00) Welcome to Making Markets

(00:01:04) First Quarter 2025 Market Recap

(00:02:10) Market Reactions and Expectations

(00:07:09) Tariffs and Trade Tensions

(00:08:51) Impact on Global Trade and Economy

(00:21:14) China's Role and Market Dynamics

(00:24:31) The US-China Economic Strategy

(00:25:10) Trump's Tariff Tactics

(00:26:50) The Federal Reserve's Focus

(00:28:11) Impact of Tariffs on Inflation

(00:29:53) Negotiation Strategies and Global Trade

(00:32:52) Market Reactions and Investor Strategies

(00:41:32) Private Credit and Equity Concerns

(00:43:14) Political Shifts and Tariff Policies

(00:44:16) Future Outlook

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

171 episodes

Artwork
iconShare
 
Manage episode 478944094 series 3006705
Content provided by Colossus, Colossus | Investing, and Business Podcasts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Colossus, Colossus | Investing, and Business Podcasts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this quarterly market recap, Matt Reustle turns the mic on Eric to analyze the tumultuous market environment of Q1 2025. They discuss the significant market downturn following the implementation of unexpected tariff policies, with the S&P down over 8% and Nasdaq down 12.5% by mid-April. Eric provides insights into how surprisingly high tariff announcements completely upended market expectations, the bond market's volatile reaction, and potential implications for corporate earnings and economic growth. The conversation explores the complex relationship between the US and China, concerns about capital flight, the Fed's challenging position between inflation and growth concerns, and how political decisions are creating unprecedented uncertainty in global markets.

For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE.

-----

Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes.

Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.

Follow us on Twitter: @makingmkts | @ericgoldenx

Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).

Show Notes

(00:00:00) Welcome to Making Markets

(00:01:04) First Quarter 2025 Market Recap

(00:02:10) Market Reactions and Expectations

(00:07:09) Tariffs and Trade Tensions

(00:08:51) Impact on Global Trade and Economy

(00:21:14) China's Role and Market Dynamics

(00:24:31) The US-China Economic Strategy

(00:25:10) Trump's Tariff Tactics

(00:26:50) The Federal Reserve's Focus

(00:28:11) Impact of Tariffs on Inflation

(00:29:53) Negotiation Strategies and Global Trade

(00:32:52) Market Reactions and Investor Strategies

(00:41:32) Private Credit and Equity Concerns

(00:43:14) Political Shifts and Tariff Policies

(00:44:16) Future Outlook

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

171 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide

Listen to this show while you explore
Play