Jeremy Siegel Analyzes Tariffs, AI, and the Fed’s Next Move

ABOUT THE EPISODE Wharton Emeritus Professor Jeremy Siegel joins Dan Loney on June 26, 2025, to discuss recent market movements in response to global uncertainty, including easing tensions between Israel and Iran and their impact on oil prices. Siegel analyzes the potential effects of upcoming U.S. tariffs, suggesting that markets have largely priced in a 10% baseline tax. He explores how adversity may accelerate corporate adoption of AI to offset cost pressures and explains why he believes the Federal Reserve should not tighten monetary policy in response to tariff-driven inflation. The conversation also covers expectations for rate cuts, GDP trends, and the outlook for the second half of 2025.

ABOUT THE PODCAST The Wharton Business Daily podcast features interviews with top business leaders, innovators, and renowned Wharton faculty about the latest news, fascinating trends, and issues impacting both consumers and the business world. Episodes are recorded at the Wharton School.

#MarketOutlook #InterestRates #Tariffs2025 #FederalReserve #Inflation #StockMarket ----- The Wharton School of the University of Pennsylvania is committed to sharing its intellectual capital through Knowledge at Wharton, the school’s online business analysis journal.

Launched in 1999, Knowledge at Wharton offers free access to:

- Articles, podcasts, and videos highlighting Wharton faculty research and analysis of current business trends - Interviews with book authors from Wharton School Press - In-depth series of curated content like Wharton Executive Education’s Nano Tools for Leaders - A searchable database of more than 10,000 articles covering all aspects of business - A weekly newsletter that delivers Knowledge at Wharton insights directly to your inbox

Visit the Knowledge at Wharton homepage: https://whr.tn/3qUpSBE Subscribe to the Knowledge at Wharton YouTube channel: https://whr.tn/3DEAgAU