Kevin Gordon, Charles Schwab, joins 'Closing Bell Overtime' with reaction to comments from SF Fed President Mary Daly.
BreakdownGenerated by LeadStory AI
- Policy uncertainty, especially around tariffs, is dampening business investment. 9s
- Tariff rate changes and inventory adjustments are causing GDP volatility. 1m 16s
- Companies are responding differently to tariffs, with some absorbing costs and others passing them to consumers. 2m 54s
- Geopolitical tensions, particularly those affecting global energy supply routes, are a key risk to U.S. markets. 3m 47s
- U.S. energy independence has reduced consumer vulnerability to energy price shocks, but risks remain if tensions escalate. 4m 14s