Inflection Points: Roll With The Changes
Source: SeekingAlpha
2025-04-24 10:55:00 ET
Summary
- The economic damage that the new administration was willing to incur in pursuit of policy goals was larger than expected, and the impact of on-again, off-again tariff reversals is meaningful.
- Companies had expected uncertainty in cost structure from tariffs, but the erosion of consumer sentiment now puts revenues at risk, making forecasting and capital investment more challenging.
- Hedged strategies and lower-beta themes can offer ways to stay in the market while reducing risk, and there may be good entry points in long-term secular growth themes.
This month’s title was the lead track on REO Speedwagon’s 1978 album You Can Tune a Piano, But You Can’t Tuna Fish. It seems oddly descriptive for an economy and financial markets grappling with very high levels of uncertainty....
Read the full article on Seeking Alpha
For further details see:
Inflection Points: Roll With The Changes
KraneShares MSCI One Belt One Road Index
NASDAQ: OBOR
OBOR Trading
-0.63% G/L:
$26.93 Last:
9,849 Volume:
$26.93 Open:
