WH Top Trade Advisor on tariff implications…The Fate of the Rally….Retailers Prep for Tariffs. 2/25/25

Citi downgrades the U.S. market and upgrades China. Are overseas markets really the better play? We discuss. Plus, the Ontario Prime Minster breaks down why some electricity bills in the U.S. could rise by $100 a month. And, the tech sector has lead the sell-off in the past two months, so are there opportunities? Goldman Sachs’ tech portfolio manager gives us the names he’s buying right now. 

The market sell off intensifies today as policy questions remain. How do you position in such a volatile environment and is the EU really the place to be? Plus, the commodity sector outperforming equities this year. Can you still buy into the area and which commodity is best? And, a new Chinese AI tool has some on Wall Street asking if we’re in for a DeepSeek moment 2.0.

The Treasury Secretary telling CNBC that the economy could be “starting to roll a little bit.”  What does that mean for investors? We discuss. Hewlett Packard Enterprise sinking on the back of a weak report and guidance. The CEO joins us to discuss the quarter and tariffs. Plus, as the markets continue to take a downturn, what are the charts telling us about where we go from here? We’ve got the technical take. 

As the administration announces a one month reprieve on certain tariffs, what does it mean for the markets and investors? Will the rally reemerge? Plus, the CEO of Jack Daniels Maker, Brown Forman on earnings and tariffs as his products are taken off shelves in Canada. And, there’s been a significant rise in auto delinquencies raising concerns about the fiscal health of the consumer. We look at the numbers. 

The markets now negative since the inauguration as tariffs rattle investors. What’s next and can Washington calm fears? Plus, House Ways and Means Ranking Member, Richard Neal, breaks down why the President should be reconsidering these tariffs, what’s next for tax reform. And, will counter tariffs from Canada raise your electric bill?

“Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play a relevant role in how money is moving.

The markets are counting down to the tariff implementation tomorrow and a potential government shutdown next week. Can investors handle the political uncertainty? Plus, the President announces he will back a bitcoin strategic reserve. We speak with Microstrategy’s (Strategy) CEO on why the U.S. needs one to stay ahead of the world. And, as the tech trade continues to underperform is it time to pivot to healthcare? 

Ukraine President Zelenskyy arrives at the White House to meet with President Trump as a deal for rare-earth minerals remains front and center. Then the Street reacts to an in-line inflation print, but under the surface signs of a consumer slowdown emerge. What’s it mean for economic growth? We discuss. Plus the CEO of Tapestry, the best performing consumer discretionary stock this year, on the impact of tariffs to the business and how they are changing the growth strategy after terminating a merger agreement with Capri.

How should investors play Nvidia after reporting Q4 results? Carl Quintanilla and Sara Eisen speak with one investors who says he’s buying any pullback in the stock. Then underneath the recent sell-off in Tesla Shares. Barclays has more on the unwind of what they call the ‘OG meme stonk’ and why fundamentals may matter again. Plus with the inversion of the 10-year Treasury yield and the 3-month note, should investors be worried about a potential market downturn? All that and more on Money Movers.

“Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play a relevant role in how money is moving.