Looking for value buys in the downturn…Impact of steel and aluminum tariffs…The one Mag 7 name to short. 3/12/25

As stocks try to bounce, are there any signs we may be nearing a bottom? We’ll look at what investors should be watching for to finally see some calm. Plus, as markets move lower, gold is hitting all-time highs. The CEO of Wheaton Precious metals joins us with his outlook for precious metals and the company’s earnings report. And, Apple is on pace for its worst week in 5 years. Does this present a buying opportunity or will the AI concerns last?

Barclays head of U.S. Equity Strategy says investors need to watch one key S&P metric that could determine where the market goes next. He breaks it down. Plus, RBC upgrades one key name in the financials sector and sees a 40% upside to the stock. He joins us to discuss his call. And, what a potential government shutdown would mean for the economy. 

Value investor, Bill Nygren, tells us the names that are on sale right now as the market downturn continues. Why he’s betting on one auto stock and the financials. Plus, we look at the impact of steel and aluminum tariffs and why it will look very different than 2018’s tariffs. And, one market strategist says its time to buy all but one of the Mag 7 names. He breaks down the stock and why. 

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?