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May 1, 2025 24 min

A Little Less Tarrified

from Macro Minutes

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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A Little Less Tarrified

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This episode was published on May 1, 2025.

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