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Demand concerns induced by tariff uncertainty have only been compounded by a shift in OPEC+ policy. Click to read.

SeekingAlpha

The earnings conference calls held by the big energy equipment and services firms have shown their tariff exposure and strategies to deal with them.

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News that US-China trade talks will start this weekend has Brent crude trading higher. The supply side looks increasingly more comfortable due to the aggressive supply hikes from OPEC+.

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Despite mounting financial pressure, China says it won't negotiate until the Trump administration shows 'sincerity' by canceling tariffs on its goods.

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During the first quarter of 2025, the Massif Capital Real Assets Strategy was down 2.1% net of fees. Click here to read the full letter.

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A US stock market sell-off extended to a third consecutive month in April, though the major equity indexes pared back their March declines.

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Navigating The New Tariff Landscape

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Trump’s announcement of the largest tariff increases in over a century feels like an economic earthquake. The initial shock has been delivered, but the true consequences are still forming.

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The first weeks of the new U.S. administration have been disruptive, but we think sentiment can improve as its focus shifts from trade to tax cuts and deregulation.

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How Investors Should Approach Sweeping U.S. Tariffs, Global Fallout

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Markets have been flipped upside down and volatility is through the roof. Financial experts Kenny Polcari, Tom Hayes and Jim Bianco break down what’s driving markets and fueling uncertainty.

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With trade uncertainty fueling market volatility, what does it mean for asset allocation? Christian Medeiros, VP, Director and Portfolio Manager, TD Asset Management, discusses.