April 21, 2025 • 4 mins
Trade war? Check. Federal Reserve war? Check. Earnings season? Check. All of those currently present challenges.
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Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:00):
The Brian Munjo podcast is driven by Brayman Motor Cars.
My family is a Brayman Motor Cars family. Your family
should be too. Visit Braymanmotorcars dot com. The news you
need to start your day in the bomb Beaches, heck
the Treasure Coast. This is the Brian Mudshow. Hello, can
(00:22):
Stocks and Corrypto currencies go. My first role money is.
Speaker 2 (00:26):
Never let your money in emotions cross paths.
Speaker 1 (00:29):
A lot of people are putting their money in motion
faster than they had anticipated due to the concern over
Terra's Fox's chef Minasso.
Speaker 3 (00:37):
The report automakers report a big jump in auto sales
as rush buyers try to beat the tariffs. Nationwide dealers
saw a ten point seven percent increase in auto sales
in March compared to the previous year.
Speaker 1 (00:51):
As we continue to see the American collective that is like, hey,
I'm worried about Tarif'm going to go ahead buy stuff now.
So as we're taking a look at all the tariff stuff,
the trade stuff, where do we stand as we enter
this week? Of course, there's no trading on Friday due
to Good Friday, and well, we got a lot that
(01:12):
has taken place. Here The big three indexes last week
all lower anywhere from one to three percent Dallas and
P five hundred Nasek, and then losses for the year.
These are year to date, none from the highest necessarily,
but the Dow off eight percent s and P five
hundred and ten Nasik sixteen. So you take a look
at everything. Do we have a trade war, check a
(01:32):
federal reserve war, more or less, check earning season? Oh yeah,
that's going on too. So all of these currently present challenges,
including earning season. I'll mention that here in the moment,
as I discussed on Friday, the strength or lack thereof
the US dollar, which is now declined by greater than
four and a half percent since the Liberation Day tear
off announcements, combined with the potential impact of the tariffs themselves,
(01:53):
it's highly problematic. And that takes us to the Federal
reserve bed Chara Trum palace at last week going to
make a move on cutting interest rates anytime soon because
of inflationary concerns about tariffs. So that led to the
war of wards from Trump directed at Powell. And then
you've got earnings, which ordinarily would be the most important
driver stocks, they've not been great either. Expectations heading into
(02:15):
earning season, we're for growth of seven point three percent,
which twelve percent of companies have reported so far, they've
come up a bit short at seven point two. So
put all this together, and yes, you continue to have
the stock market correction slash slash bear market basedupon the
index you're looking at, that just kind of continues to
facilitate back and forth day by day. So this is
(02:36):
an especially important week for earnings, but it's also an
important week for the Trump administration to make headway with
trade deals, restore greater certainty and confidence in the US
economy and the US dollars. So those are all things
we'll be watching for. As for cryptos, they performed a
little bit better than stocks did. Last week. Bitcoin was
flat is off eleven percent for the year coming into today.
(03:00):
A big rally in digital currencies underway right now in
the very early going up anywhere from two to three
percent either off one percent last week, off fifty three
percent for the year. The bill YZTFRE represents the top
ten cryptos. It was off one percent last week, off
twenty five percent year to day. Now I cannot provide
any value analysis for cryptos because they have no inherent value.
(03:21):
I can for stocks because they do, though, using the
SMP five hundred as the benchmark, if only fundamentals and
nothing else mattered, the absolute downside risk from where we
set thirty nine percent now, that is pretty much where
we were this time last week. It's about a nine
percent improvement in the fundamental value since the start of
this correction cycle. Do I think if we keep getting selling,
(03:44):
we're gonna get thirty nine percent on the downside from here? No?
Is it possible in theory, So let's just say it happened.
If it wouldn't negatively impact your daily life, cool, you're
probably set. If it would, you need a new plan and,
if necessary, a pro to help you with it. Yeah,
we do see a lot of negativity and stock market
futures in the early going here.
Speaker 2 (04:03):
All right, some Florida headlines. Classes resumed today at Florida
State University, but there will be some adjustments in the
wake of Thursday's deadly mass shooting. FSU president Richard McCollough
says some classes can be attended remotely online. Mandatory attendance
way for other classes and students will have access to counseling.
Florida's Attorney General ordering law enforcement agencies around the state
(04:23):
to stop arresting illegal immigrants following a ruling Friday by
federal judge in Miami. And SpaceX launched a Falcon nine
rocket earlier this morning, sending supplies to the International Space Station.
Three tons of supplies and scientific hardware lifted off at
four point fifteen am from Kennedy Space Center.
Speaker 3 (04:39):
Brian
The Brian Munjo podcast is driven by Brayman Motor Cars.
My family is a Brayman Motor Cars family. Your family
should be too. Visit Braymanmotorcars dot com. The news you
need to start your day in the bomb Beaches, heck
the Treasure Coast. This is the Brian Mudshow. Hello, can
(00:22):
Stocks and Corrypto currencies go. My first role money is.
Speaker 2 (00:26):
Never let your money in emotions cross paths.
Speaker 1 (00:29):
A lot of people are putting their money in motion
faster than they had anticipated due to the concern over
Terra's Fox's chef Minasso.
Speaker 3 (00:37):
The report automakers report a big jump in auto sales
as rush buyers try to beat the tariffs. Nationwide dealers
saw a ten point seven percent increase in auto sales
in March compared to the previous year.
Speaker 1 (00:51):
As we continue to see the American collective that is like, hey,
I'm worried about Tarif'm going to go ahead buy stuff now.
So as we're taking a look at all the tariff stuff,
the trade stuff, where do we stand as we enter
this week? Of course, there's no trading on Friday due
to Good Friday, and well, we got a lot that
(01:12):
has taken place. Here The big three indexes last week
all lower anywhere from one to three percent Dallas and
P five hundred Nasek, and then losses for the year.
These are year to date, none from the highest necessarily,
but the Dow off eight percent s and P five
hundred and ten Nasik sixteen. So you take a look
at everything. Do we have a trade war, check a
(01:32):
federal reserve war, more or less, check earning season? Oh yeah,
that's going on too. So all of these currently present challenges,
including earning season. I'll mention that here in the moment,
as I discussed on Friday, the strength or lack thereof
the US dollar, which is now declined by greater than
four and a half percent since the Liberation Day tear
off announcements, combined with the potential impact of the tariffs themselves,
(01:53):
it's highly problematic. And that takes us to the Federal
reserve bed Chara Trum palace at last week going to
make a move on cutting interest rates anytime soon because
of inflationary concerns about tariffs. So that led to the
war of wards from Trump directed at Powell. And then
you've got earnings, which ordinarily would be the most important
driver stocks, they've not been great either. Expectations heading into
(02:15):
earning season, we're for growth of seven point three percent,
which twelve percent of companies have reported so far, they've
come up a bit short at seven point two. So
put all this together, and yes, you continue to have
the stock market correction slash slash bear market basedupon the
index you're looking at, that just kind of continues to
facilitate back and forth day by day. So this is
(02:36):
an especially important week for earnings, but it's also an
important week for the Trump administration to make headway with
trade deals, restore greater certainty and confidence in the US
economy and the US dollars. So those are all things
we'll be watching for. As for cryptos, they performed a
little bit better than stocks did. Last week. Bitcoin was
flat is off eleven percent for the year coming into today.
(03:00):
A big rally in digital currencies underway right now in
the very early going up anywhere from two to three
percent either off one percent last week, off fifty three
percent for the year. The bill YZTFRE represents the top
ten cryptos. It was off one percent last week, off
twenty five percent year to day. Now I cannot provide
any value analysis for cryptos because they have no inherent value.
(03:21):
I can for stocks because they do, though, using the
SMP five hundred as the benchmark, if only fundamentals and
nothing else mattered, the absolute downside risk from where we
set thirty nine percent now, that is pretty much where
we were this time last week. It's about a nine
percent improvement in the fundamental value since the start of
this correction cycle. Do I think if we keep getting selling,
(03:44):
we're gonna get thirty nine percent on the downside from here? No?
Is it possible in theory, So let's just say it happened.
If it wouldn't negatively impact your daily life, cool, you're
probably set. If it would, you need a new plan and,
if necessary, a pro to help you with it. Yeah,
we do see a lot of negativity and stock market
futures in the early going here.
Speaker 2 (04:03):
All right, some Florida headlines. Classes resumed today at Florida
State University, but there will be some adjustments in the
wake of Thursday's deadly mass shooting. FSU president Richard McCollough
says some classes can be attended remotely online. Mandatory attendance
way for other classes and students will have access to counseling.
Florida's Attorney General ordering law enforcement agencies around the state
(04:23):
to stop arresting illegal immigrants following a ruling Friday by
federal judge in Miami. And SpaceX launched a Falcon nine
rocket earlier this morning, sending supplies to the International Space Station.
Three tons of supplies and scientific hardware lifted off at
four point fifteen am from Kennedy Space Center.
Speaker 3 (04:39):
Brian
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