I hope that you are doing well! With all of the news about Tariff’s and AI startup DeepSeek out there I wanted to let you know about our latest Market Signals podcast where our Chief Equity Strategist Jeffrey Buchbinder and our Head of Macro Strategy Kristian Kerr highlight 10 takeaways on the tariffs implemented by the Trump Administration over the weekend, defend American Exceptionalism, and preview the week ahead. The China AI startup DeepSeek and tariff concerns caused a selloff in the technology sector last week, particularly among semiconductor stocks. Investors quickly turned their attention to tariffs on Monday; however, amid the early weakness in the broad market. The strategists highlight 10 takeaways on the Trump Administration’s tariffs enacted over the weekend. Some of the key messages included: Timing and duration remain uncertain, so investors shouldn’t overreact Some tariffs are a negotiation and will be rolled back Consumers will not fully bear ...
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