ABOUT THE EPISODE
Wharton Emeritus Professor Jeremy Siegel joins Dan Loney on June 26, 2025, to discuss recent market movements in response to global uncertainty, including easing tensions between Israel and Iran and their impact on oil prices. Siegel analyzes the potential effects of upcoming U.S. tariffs, suggesting that markets have largely priced in a 10% baseline tax. He explores how adversity may accelerate corporate adoption of AI to offset cost pressures and explains why he believes the Federal Reserve should not tighten monetary policy in response to tariff-driven inflation. The conversation also covers expectations for rate cuts, GDP trends, and the outlook for the second half of 2025.
ABOUT THE PODCAST
The Wharton Business Daily podcast features interviews with top business leaders, innovators, and renowned Wharton faculty about the latest news, fascinating trends, and issues impacting both consumers and the business world. Episodes are recorded at the Wharton School.
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Watch/listen on the Knowledge at Wharton website: http://whr.tn/businessdaily
#MarketOutlook #InterestRates #Tariffs2025 #FederalReserve #Inflation #StockMarket
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