Data Reveal Surprising Winners & Losers from Trump’s Tariffs
- Bloomberg’s Hou dives deep into the tariff impact on markets.
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In this episode of Talk ETFs, etf.com Senior Analyst Sumit Roy is joined by Steve Hou, quantitative researcher at Bloomberg, to unpack one of the biggest market forces of 2025: tariffs.
Hou walks through a fascinating data-driven study revealing how stocks reacted when President Donald Trump’s sweeping new tariffs were announced in April.
Which sectors held up? Which companies cratered? And most importantly, what can investors learn from the patterns Hou uncovered (patterns that eerily mirror the last trade war in 2018)?
Hou also explains why tariffs might remain the most underappreciated driver of markets in the year ahead.
Don’t miss this exciting episode!
