ÜBER DIESE EPISODE
In this episode of The Difference, Dan O'Donnell and Brian Jacobsen unpack the latest Consumer Price Index (CPI) report, which came in cooler than expected and sparked optimism across financial markets. They explore what this means for future Fed rate cuts, the real impact of tariffs, and whether reshoring U.S. manufacturing is more than just a political promise.
Englisch
Vereinigte Staaten
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VERGANGENE FOLGEN SUCHEN
Vorhandene Folgen von The Difference with Dan O'Donnell & Dave Spano durchsuchen.
WEITERE EPISODEN IN DIESEM PODCAST
It's a tight game being played. Art of the Deal or potentially turning the midterms upside down? Dan and Dave discuss the week after Liberation Day.
Tariff clarity remains elusive as tax policy stays murky. Fresh from another round of White House radio shows, Dan O'Donnell and Dave Spano reconnect to discuss a week where the S&P 500 revisited Liberation Day levels.
It might be something in the air in Switzerland, but the United States and China were able to lay the groundwork for a deal that could change more than tariffs. The markets are responding. Dan and Dr. Brian Jacobsen talk about what may be impacted.
It's a 50/50-coin flip. Made even more complicated by shifting messages. Dave Spano and Dan O'Donnell chop up the latest.
Market gains rarely move in a straight line. As the next round of earnings calls approaches, Dave Spano will be listening for key insights from corporate leaders. Meanwhile, Dan O'Donnell warns that we may be in the calm eye of a looming debt hurricane.
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BEARBEITEN
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