1. EachPod

Pipelines Will Get a Lift From Gas

Author
SL Advisors, LLC
Published
Wed 14 May 2025
Episode Link
https://sl-advisors.com/pipelines-will-get-a-lift-from-gas

Following Sunday night’s 90-day agreement on tariffs between the US and China, the S&P500 sailed back above its pre-Liberation Day levels. All is right with the world. Sentiment seems weaker than data, so one will correct. After Liberation Day JPMorgan called for a 2H25 recession. Following the tariff news they dropped that forecast. Fed Funds […]

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