Episode Details
| Title | Trump’s tariffs: Big talk or big action? |
|---|---|
| Date | 3/4/2025 |
| Podcast | Goldman Sachs Exchanges ↗ |
Key Insights
Bullish:
- 🟢 $STEEL - Trump is committed to supporting the US steel industry through tariffs, citing national security concerns and current industry challenges.
- “I think he's very committed to that. I think there is a real recognition in certainly in the first term of the importance of the steel and aluminum industries in The United States for national security reasons.” - Jeff (7:34)
- “Again, we're back in a situation where steel companies are suffering losses. The aluminum industry is in in in a difficult spot as well. So there I think he's very much committed to taking strong action.” - Jeff (7:34)
- 🟢 $ALUMINUM - 🔒
- 🟢 $SEMI - 🔒
- 🟢 $PHARMA - 🔒
- 🟢 $USTREASURY - 🔒
Bearish:
- 🔻 $TRADE - 🔒
- 🔻 $MFG - 🔒