On today’s show, Donald Trump is expected to announce his reciprocal tariffs plan in the White House Rose Garden. This comes as Bloomberg learns that US carmakers are making a last-ditch effort to avoid tariffs on low-value auto parts.
Meanwhile, French far-right leader Marine Le Pen has lashed out at the decision to bar her from running for elected office for five years. Le Pen and her National Rally party were found guilty of embezzling more than 4 million euros of EU public funds to finance party operations in France.
Today’s Guests: Frederique Carrier, Head of Investment Strategy at RBC Wealth Management, Sebastien Bazin, CEO of Accor & Bill Conner, CEO of Jitterbit.
Chapters:
00:00:00 – Daybreak Europe
00:02:58 – Asia Markets
00:05:18 – Trump Tariffs Turmoil
00:08:16 – US Automakers Try To Persuade Trump to Temper Tariffs
00:10:55 – US Stocks Post Worst Quarter In Years
00:13:38 – Le Pen Ban Fallout
00:16:29 – Trump Says Le Pen Conviction Is ‘Big Deal’
00:19:39 – Frederique Carrier, Head of Investment Strategy, RBC Wealth Management
00:23:47 – US Chips Grant in Limbo
00:24:14 – Lutnick Puts US Chip Grants in Limbo
00:28:19 – Sebastien Bazin, CEO of Accor
00:31:36 – Accor CEO: Sees 25% Drop in Europeans Traveling to US
00:34:04 – Xiaomi Shares Fall After SU7 Car Crash
00:34:23 – UK Food Inflation
00:34:58 – Goldman Bonuses Fallout
00:40:55 – Bill Conner, CEO of Jitterbit
00:45:07 – Mike Wilson: Trump’s Policy Changes So Far Are All Growth Negative
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