EPISODE · 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 StrategyBlake 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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