WSJ's Take On the Week

• Recession vs. Stagflation and Jobs. Economist Weighs in on What’s Next

  On WSJ’s Take On the Week, co-host Telis Demos and guest co-host Miriam Gottfried dive into the impending 25 percent tariffs that are set to be placed on global automotive imports to the U.S. Then, we explore what the bond market tells us and what a decrease in the U.S. Treasury yields means for investors. Plus, is the IPO market buzzing? Provider of specialized cloud-computing services, CoreWeave, is the latest company to debut for trading. With companies like StubHub, eToro, and Klarna also announcing public offerings, does this mean more deals are on the horizon? Later on the show, Telis and Miriam discuss what we can expect from the forthcoming jobs report and how it will offer a big clue to where the economy is heading with Aditya Bhave, a senior U.S. economist for Bank of America's investment banking arm BofA Securities. Bhave shares his take on why concerns of stagflation may be "overstated" and why there’s no margin for error on the Federal Reserve’s inflation mandate. 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 [email protected].  To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com  Further Reading Corporate America’s Euphoria Over Trump’s ‘Golden Age’ Is Giving Way to Distress  Trump Considers More Limited Tariff Plans  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.

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• This Alternative Investor’s Take on How Trump Policies Weigh on Businesses

  On WSJ’s Take On the Week, co-host Telis Demos and guest co-host Miriam Gottfried dive into a smorgasbord of forthcoming macroeconomic data that will illustrate how the economy is faring since President Trump’s inauguration. Then, Telis shares what investment bank Jeffries’s forthcoming fiscal-quarter report could tell us about the state of mergers and acquisitions on Wall Street. And it’s baseball season, folks! The co-hosts talk about the latest deal between the San Francisco Giants and private-equity firm Sixth Street. Later on the show, Telis and Miriam discuss whether middle-market businesses, which include a huge swath of the American workforce, are holding strong as the threat of tariffs continues and chatter about economic uncertainty intensifies with Michael Smith. He’s the co-head of credit at Ares Management, an alternative investment manager that lends to more than 500 midmarket companies. 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 [email protected]. 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 Telis Demos, catch up on Tariffs Are a Risk for Midsize Businesses, and Their Lenders. To read more from guest co-host Miriam Gottfried, catch up on An Insurer Taps Its Financial-Adviser Network to Sell Private-Market Funds. Google Strikes $32 Billion Deal for Cybersecurity Startup Wiz  America’s Pastime Is Being Completely Transformed—by Japan  MLB Plots a New TV Model After Striking Out With ESPN  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.

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• What Uncertainty From Trump’s Tariffs Means for the Fed, Interest Rates

  The Federal Reserve is often a key player in the markets. Now with investors uncertain about the economic outlook and the general policy volatility of the Trump administration, people are closely watching whether the Fed and Chair Jerome Powell might ride to the economic rescue in the near future. In a special interview-only episode, WSJ’s Take On the Week co-host Telis Demos talks with Ed Al-Hussainy, global interest rate strategist at asset manager Columbia Threadneedle Investments, about what we can expect from the upcoming Federal Reserve meeting, how policies in Washington are intersecting with the central bank’s mission, and what investors should do in midst of uncertainty. 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 [email protected].  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 Telis Demos, catch up on Consumers Keep Bailing Out the Economy. Now They Might Be Maxed Out.  Wall Street Fears Trump Will Wreck the Soft Landing  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.

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  24:00
• Inflation, the Fed, Tariffs and Immigration. An Economist Weighs In.

  The Consumer Confidence Index had its biggest drop in more than three years in February. We're at a crossroads moment in the economy. Uncertainty is back, according to financial experts and consumers alike. In a special interview-only episode, WSJ’s Take On the Week co-host Telis Demos talks with Seth Carpenter, Morgan Stanley's chief global economist, about where we are in the fight against inflation and what that means for the stock market, the Federal Reserve, and more. 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 [email protected].  To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com. Further Reading The Two-Headed Monster Stalking the Economy Has a Name: Stagflation  How Uncertainty From Trump’s Tariffs Is Rippling Through the Economy  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.

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  25:49
• What Trump's Tariff Agenda Means for Markets

  On WSJ’s Take On the Week, co-host Telis Demos talks with reporter Miriam Gottfried about what is driving a slide in 10-year Treasury yields. Then they get into the upcoming jobs report and whether any DOGE-related shakeups in the federal workforce could be reflected in the data. They also discuss the flurry of tariff-related developments ahead of a deadline this week for proposed taxes on imports from Canada and Mexico. Later on the show, Telis dives into what President Trump’s tariff agenda could mean for the economy and markets with Chad Bown, a senior fellow at the Peterson Institute for International Economics and former chief economist for the U.S. Department of State in the Biden-Harris administration.  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 [email protected].  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 Telis Demos, catch up on PayPal Needs Help From Its Oldest Friends—Consumers. The Economy Is Still Fine. Americans Are Still Gloomy  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.

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