Former NEC Director Gary Cohn, China Expands the Trade War, “Stock market bottom is likely in place” 04/15/25

The White House clarifies the President’s social media posts saying Fed Chair Jerome Powell's "Termination cannot come fast enough." A senior White House official telling CNBC Trump’s Truth Social post today should not be seen as a threat to fire Powell. JPMorgan Chief U.S. Economist responds. Then The CEO of Fifth Third bank joins the show after reporting results. Why he’s more optimistic about unemployment than many are predicting. Plus a look at Netflix, a rare tech stock in positive territory this year, ahead of its results after the market close.

Wilmington Trust’s CIO lays out the case for why there’s probably more downside risk ahead for stocks. China Beige Book CEO, Leland Miller, reacts to reports China is open to trade discussions with the US if the country starts showing more respect. Plus, WeBull shares have jumped more than 300% since its public debut last week. Its CEO weighs in on current sentiment among retail investors and the recent volatility in the shares of his own company.

Gary Cohn, the former National Economic Council director during President Trump’s term on how shifting tariff policy is impacting investor sentiment and consumer demand. Then one top CIO says the “Stock market bottom is likely in place.” He gives us the sectors he’s most bullish on. Plus new reports say China is ordering a halt of jet deliveries from Boeing. The latest in an escalating trade war.

Investors try and make sense of what exemptions on some Chinese tech exports mean for stocks amid an intensifying trade war. Then the outlook for Apple. Shares of the iPhone maker jump as investors get some relief on possible price increases stemming from those tariffs. And finally after a historic rise in bond yields last week, what can investors expect from the treasury market? One strategist lays out the case for why the 10-year yield could be heading back towards 5%.

Stocks sell off after a historic rally yesterday. We discuss why momentum may have turned. Plus, the big banks are set to report tomorrow amid the volatility. KBW’s CEO gives us his outlook and expectations for the sector. Plus, Piper cuts its estimates on a slew of internet stocks ahead of earnings. We’ll breakdown the names and the reason. 

The markets volatile once again as Europe and China announce retaliatory tariffs. Is there anywhere to hide? We’ll discuss. Plus, what the recent volatility means for M&A and the IPO market. And, the Cava CEO breaks down the impact on tariffs on store expansion and the state of consumer spending as concerns over recessions rise. 

Markets bounce back after some big down days. Is this a one day bounce or were markets primed for a rally? We debate. Plus, Energy Secretary, Chris Wright, discusses the future of energy policy in the U.S. and why it’s time to bet on coal. And, the dollar has been falling this year as tariffs take hold. Could we be getting ready for bounce?

Stocks have a whipsaw session as we continue to gauge the overall impact of tariffs. Do the big downturns provide a buying opportunity? Plus, with the Nasdaq in a bear market and the Mag 7 index down 30% from its all-time high, are there good values in the area? And, CEOs are finally starting to speak out about the tariffs. We’re joined by Box CEO, Aaron Levie, with his take.

Fed Chair Powell reacts to the most recent announcement on tariffs, the jobs report and the outlook for rates during a live speech. Plus, JP Morgan hikes its recession call to 60% for the first half. We’ll speak to one of their chief strategists about their new call. 

The new tariffs announced causing a big market selloff. Is this an overreaction or is a bigger downturn to come? Plus, should you get out of tech amid this downturn? One strategist breaks down why its time to buy into the small cap tech space. And, retail stocks sink on tariff concerns. We breakdown what names can withstand the pain and which will see the most pain.