A Little Less Tarrified
May 01, 2025•24 min•Season 1Ep. 76
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Episode description
Today we break down the trade war, the dollar, equities, rates, earnings season, and what it all means for markets—plus a quick dive into Treasury refunding.
Participants:
- Lori Calvasina (Research), Head of U.S. Equity Strategy
- Blake Gwinn (Desk Strategy), Head of US Rates Strategy
- Elsa Lignos (Desk Strategy), Head of FX Strategy
* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts
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