Stocks Dip Post-Relief Rally; Trump Postpones Tariffs, Excludes China | Bloomberg Brief 04/10/2025

US equity futures sell off after the President triggered a relief rally by postponing most higher tariff rates for foreign trading partners, except China. Tim Graf of State Street points to the potential for financial dislocation to extend as the reason for Trump’s postponement. This isn’t time to be on the offensive, says Keith Lerner of Truist. Rob Arnott of Research Affiliates calls the breadth of available opportunities extraordinary. "Bloomberg Brief” delivers the market news, data and analysis you need to set your agenda.

Chapters:
00:00:01 – Intro
00:01:49 – First Look Movers
00:09:46 – Timothy Graf, State Street Head of EMEA Macro Strategy
00:14:36 – Trending on the Terminal
00:20:22 – Front Page News
00:23:57 – Keith Lerner, Truist Co-CIO & Chief Marketing Strategist
00:30:11 – Trending on the Terminal
00:32:48 – Rob Arnott, Research Affiliates Founder & Chairman
00:45:27 – What to Watch
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