China Deal Optimism 🤞
Markets surge on China #Tariffs optimism and just leaving Powell alone
Forecast Sandbagging? 🤔
Markets continue to rally on #Tariffs deal optimism yet companies are slashing outlooks on slowing #ConsumerConfidence.
China Deescalation
Markets sharply rallied Tuesday on optimism for deescalation of the #Tariffs trade war with China.
Wait and See Mode 🗓️
Markets tumble after Powell warns of rising #Inflation and weaken #LaborMarkets
Electronics Exemption 📱
Markets rally as the White House appears to soften #Tariffs on electronics and cars
Reciprocal Tariff Delay 😅
Markets surge on reciprocal tariff delay, but China trade war escalates.
Trump Tariffs 🌍
The White House just announced a massive slate of #Tariffs on essentially every country.
Q1 In-Review
March tumbles as escalating #Tariffs concerns wipe out YTD gains with Q1 ending down almost -5%
Auto Tariffs 🚙
Are harsh auto #Tariffs a preview of the “targeted” announcements coming next week?
Optimistic Flexibility
Are markets getting too optimistic for teased tariff “flexibility”?