The Big One The wait is finally over. President Trump’s “Liberation Day” has arrived, with investors braced for the tariff package he has dubbed “the big one.” The impact of these tariffs is uncertain, as is whether there is room for negotiation. One thing is clear however: Global commerce may never be the same. In…Read more
Trade and Jobs This week marks a critical juncture for financial markets, with two major storylines set to converge: The implementation of broad-ranging tariffs and the Friday jobs report. Investors seem more focused on the former – which President Trump has referred to as “the big one” – but both have the potential to move…Read more
History as a Guide With just a few days left in the first quarter, the euphoria investors generally felt coming into the year has been zapped. The S&P 500 briefly fell into correction territory on March 13, dropping 10% from its recent peak before rebounding a bit.That has rattled some investors, who may have grown…Read more
