• Episode 62: Trump Tariffs shock global economy, markets sell off

  • 2025/04/04
  • 再生時間: 33 分
  • ポッドキャスト

Episode 62: Trump Tariffs shock global economy, markets sell off

  • サマリー

  • Trump’s Tariffs: Analysis of the impact of U.S. tariffs on imports, global market reactions, and potential countermeasures.


      • Stocks Highlights:

        • Pro Medicus (PME) share buyback program.

        • Lend Lease (LLC) stake sale in London’s 21 Moorfields office development.

        • CSL Limited (CSL) products exempt from U.S. tariffs.

        • Commonwealth Bank Aus (CBA) as a “defensive” stock amid market uncertainty.

        • Sonic Healthcare Ltd (SHL) initiated with a “buy” rating by Goldman Sachs.

        • Capricorn Metals Ltd (ASX: CMM) upgraded to “buy” rating.

      • Trade of the Week: Recommendation to sell and take profit on Gold Road (GOR).

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あらすじ・解説

Trump’s Tariffs: Analysis of the impact of U.S. tariffs on imports, global market reactions, and potential countermeasures.


    • Stocks Highlights:

      • Pro Medicus (PME) share buyback program.

      • Lend Lease (LLC) stake sale in London’s 21 Moorfields office development.

      • CSL Limited (CSL) products exempt from U.S. tariffs.

      • Commonwealth Bank Aus (CBA) as a “defensive” stock amid market uncertainty.

      • Sonic Healthcare Ltd (SHL) initiated with a “buy” rating by Goldman Sachs.

      • Capricorn Metals Ltd (ASX: CMM) upgraded to “buy” rating.

    • Trade of the Week: Recommendation to sell and take profit on Gold Road (GOR).

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