Deutsche Bank Cuts its S&P Target…Amazon in the political crosshairs…Novartis’ CEO talks tariffs 4/29/25

Despite the rally we’ve seen in the past few days, Deutsche Bank cuts its S&P 500 and S&P earnings target due to concerns about tariffs. We speak to the firms Chief U.S. equity strategist. Plus, Amazon gets caught in the political crosshairs ahead of earnings later this week. We breakdown the drama and how to position. And, Novartis reports a strong beat and says it can manage any tariffs that come ahead. We speak with the CEO.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.