On WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos talk about the markets' reaction to the latest developments in President Trump’s tariffs policies. They talk about the “buy the dip” trade and weigh in on “the stock market isn’t the economy” debate. The hosts also discuss what’s going on with Treasurys.


Later on the show, Kris Kraus, a managing director and portfolio manager at one of the world’s largest bond managers, Pimco, joins the podcast to give us a pulse check on the health of consumers, including their debt, from mortgages to auto loans. He shares what we should—and shouldn’t—be worried about as tariffs start to hit our pocketbooks and portfolios. Kraus also talks about what he’ll be looking out for in upcoming earnings from credit card companies, like American Express and Capital One, for clues on where consumers are headed.


This is WSJ’s Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street’s banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead.


Have an idea for a future guest or episode? How can we better help you take on the week? We’d love to hear from you. Email the show at takeontheweek@wsj.com


To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com 


Further Reading


To read more from co-host Gunjan Banerji, catch up on When Does a Market Dive Hit the Rest of the Economy? and Market Rout Shatters Long-Held Beliefs on Investing 


Live Q&A: What’s Happening With the Markets?—Our Reporters Answered Your Questions 


Trump U-Turn Halts the ‘Sell Everything American’ Trade, but the Fallout Remains 


For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog.  


Sign up for the WSJ's free Markets A.M. newsletter.  



Learn more about your ad choices. Visit megaphone.fm/adchoices

Podden och tillhörande omslagsbild på den här sidan tillhör The Wall Street Journal. Innehållet i podden är skapat av The Wall Street Journal och inte av, eller tillsammans med, Poddtoppen.

WSJ's Take On the Week

Consumer Spending Under Tariffs: Pimco Manager on What Investors Can Watch For

00:00