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Top 10 Trump Tariff Takeaways!

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 the costs of the tariffs
  • Overall impact on economic growth and corporate profits will likely be manageable
  • Two Fed rate cuts remain on the table

Next, the strategists highlight several reasons why American Exceptionalism isn’t going away, including the U.S. dollar’s global dominance, our leadership in education and entrepreneurship, and significant investments in research and development.

The strategists close with a preview of the week ahead including the January jobs report and a flurry of earnings releases.

Click the link below to watch / listen to the podcast!

https://www.youtube.com/watch?v=AWqerwWEoS0

If you have any questions or if there is anything else I can do for you please do not hesitate to contact me at (734) 272-4322 or cyril.white@fourfinancial.com

Securities offered through LPL Financial | Member FINRA/SIPC. Investment advice offered through Four Financial Management a registered investment advisor & separate entity from LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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