Trade Turbulence And The Tariff-ic Mess For Investors

2025-03-29 00:50:00 ET

Summary

• The U.S. stock market is struggling to find stability amid shifting economic policies, trade tensions, and concerns about stagflation.
• Tariffs announced this quarter are triggering retaliatory measures from trade partners such as Canada, China, and the EU.
• The divergence between soft economic data, showing concerns for higher prices, and hard data, which remains resilient by moderate growth and a resilient job market, has added to market volatility.
• The upcoming earnings season will provide further insight into corporate views on the impact of tariffs and spending cuts from the government that could weigh on future earnings guidance.

By Ryan J. Puplava, CMT®, CTS™, CES™

The year began with a shift in market dynamics. While last year ended on a high note, fueled by post-election momentum and hopes for tax cuts and deregulation under President Trump, the focus has now turned to trade policies and fiscal spending cuts. The U.S. stock market has entered a bull market correction, while international markets across the Atlantic have outperformed....

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