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BCA Research Peter Berezin: "Consumer confidence fell in February and March and is almost certain to fall again in April following last week's trade shock. Confidence has historically been reasonably well correlated with consumer spending, which accounts for 70% of GDP."
RBC's Lori Calvasina: "As we were speaking to various people about the stock market on Thursday and Friday, one thought that occurred to us was how rapidly the concern of many financial market participants seemed to swing from stagflation tat recession."
Julian Emanuel of Evercore ISI: "The prolonged uncertainty has raised asset volatility, damaged confidence and increased the odds soft data eventually infects the hard, causing stagflation or outright recession."
Peter Tchir of Academy Securities: "Longer term I remain bearish risk globally, including credit spreads. Whether we get the bounce or not to start the week, I think we will see new lows (call it 10% from here on U.S. equities) in the next week or two."
Neil Dutta of Renaissance Macro: "You either think tariffs are a means to an end or an end in and of themselves. The sooner everyone realizes that is probably the latter, the sooner we can start talking about getting back into the market."