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Markets Tug-of-War, Retail & Tariffs, Trump’s Gold Card 02/27/25

Markets Tug-of-War, Retail & Tariffs, Trump’s Gold Card 02/27/25

More signs of a slowdown are putting the Fed in a tricky position. We’ll debate what it means for the bull run. Plus, Bath & Body Works is plunging on weak guidance and the risk of tariffs. We’ll look at who else has the most exposure to China. And Trump’s gold card program has a hidden tax break that could lead to a boom in foreign investment.

The Exchange

February 27, 202543m 34s

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Show Notes

More signs of a slowdown are putting the Fed in a tricky position. We’ll debate what it means for the bull run. Plus, Bath & Body Works is plunging on weak guidance and the risk of tariffs. We’ll look at who else has the most exposure to China. And Trump’s gold card program has a hidden tax break that could lead to a boom in foreign investment.


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