SOTS 2nd Hour: Stocks Stage A Rebound: The Tariff Playbook, Plus Outlook for Energy & Semis 4/8/25
Stocks staging a rebound in the first hour of trade: Sara Eisen, David Faber, and Michael Santoli broke down the latest alongside fresh headlines on the tariff front, as China promises to “fight to the end” – and U.S. Trade Representative Jamieson Greer takes the hot seat on Capitol Hill to defend the President’s tariff strategy. Why CFRA’s Chief Investment Strategist is sticking with his 6,585 12-month target for the S&P – for now… Plus, Jefferies playbook for tariff volatility. Also in focus: a number of sectors hovering at fresh 52-week lows, including Energy and Semiconductor stocks... RBC’s Helima Croft discussed the outlook for oil prices while one of the street’s top semi analysts talked top picks; Plus, a deep dive on the news sending shares of Medicare insurers like Humana surging in the AM trade. Squawk on the Street Disclaimer
Audio is streamed directly from the publisher (dts.podtrac.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Stocks staging a rebound in the first hour of trade: Sara Eisen, David Faber, and Michael Santoli broke down the latest alongside fresh headlines on the tariff front, as China promises to “fight to the end” – and U.S. Trade Representative Jamieson Greer takes the hot seat on Capitol Hill to defend the President’s tariff strategy. Why CFRA’s Chief Investment Strategist is sticking with his 6,585 12-month target for the S&P – for now… Plus, Jefferies playbook for tariff volatility.
Also in focus: a number of sectors hovering at fresh 52-week lows, including Energy and Semiconductor stocks... RBC’s Helima Croft discussed the outlook for oil prices while one of the street’s top semi analysts talked top picks; Plus, a deep dive on the news sending shares of Medicare insurers like Humana surging in the AM trade.
Squawk on the Street Disclaimer
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.