Wait and See on Rates and Tariffs

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 9 May 2025

⏱️ 42 minutes

🔗️ Recording | iTunes | RSS

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Summary

Fed Chair Powell and team want to see more before making changes to interest rates, and automakers are an early sign price increases might be coming in response to tariffs. (00:21) Tim Beyers and Bill Mann discuss: - The Fed’s continued wait and see approach to tariff policy, inflation, and interest rate cuts. - Ford’s warning of tariff impacts, and why MercadoLibre is worth a look amid the macro uncertainty. - How Uber and DoorDash are both flourishing as they cash in on the delivery market and consumer laziness. (19:11) Fool contributor Jason Hall talks through his time at Berkshire Hathaway’s annual meeting in Omaha, Warren Buffett’s plans to step down as CEO, and what to expect next from Greg Abel. (31:12) Bill and Tim break down two stocks on their radar: Apple and Ibotta. Stocks discussed: F, MELI, DASH, UBER, NVO, BRK.A, BRK.B, AAPL, BAC, IBT Host: Dylan Lewis Guests: Bill Mann, Tim Beyers, Jason Hall Engineers: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	I'm making a robot head with an Amazon box.
0:03.0	I've painted it silver and Daddy helped me make it.
0:05.0	At Amazon, we're actually using paper bags for more of our deliveries.
0:08.0	And now I'm making a paper hot air balloon
0:11.0	and I even made a little brown basket
0:13.0	and I'm making a dog that looks just like Monty.
0:16.0	Just one of the ways we've reduced the weight of our packaging by more than 40% since 2015,
0:20.0	which is still good for playtime.
0:22.6	Mom, where's the scissors? To learn more, visit aboutamason.com.com.combe at UK forward slash
0:29.0	sustainability. Rates are waiting on pricing, pricing waiting on tariffs.
0:38.0	This week's monthly full money radio show starts now.
0:57.0	Everybody needs money. Everybody needs money.
0:59.4	That's why they call it money.
1:06.2	The best things in life are free, but you can give them to the present bees.
1:10.2	From Fool Global Headquarters, this is Motley Fool Money.
1:12.4	It's the Motley Fool Money Radio show. I'm Dylan Lewis. Joining me over the Airwaves, Motley Fool Senior Analyst, Tim Byers, and Chief Investment
1:16.3	Strategist over at Motleyful Asset Management, Bill Mann. Fools, great to have you both here.
1:20.7	Great to be here. How you doing, Dylan?
1:22.7	I'm doing great. This week, we have a showdown in the food delivery market. We're going to be checking in on Warren Buffett's last Berkshire meeting as CEO. And of course, you guys have brought the stocks
1:31.7	on your radar this week. We're going to kick things off with Fed Watch 2025. Jerome Powell and
1:37.5	his merry band of Fed policymakers got together this week and decided to keep interest rates exactly
1:42.4	where they are. Bill, Powell has been signaling,
	...

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