About this episode
- Amanda Lynam, BlackRock Head of Macro Credit Research - Henrietta Treyz, Veda Partners Co-Founder & Director of Economic Policy - Kate McShane, Goldman Sachs US Retailing/Broadlines and Hardlines Analyst Amanda Lynam of BlackRock is concerned across-the-board tariffs could spike retaliation. Henrietta Treyz of Veda Partners says, "Investors think that the stock market, whether it's going up or down has a real leash on the president. I don't think that that's true." Kate McShane of Goldman Sachs says, "We definitely still see the consumer being choiceful," ahead of Walmart and Target earnings this week. See omnystudio.com/listener for privacy information.