SeekingAlpha

Navigating The New Tariff Landscape

SeekingAlpha

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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Will High Tariffs Push The U.S. Into Recession?

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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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International diversification remains a winning strategy for equities so far this year. Click to read.

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Most Latin American countries will be subject to the 10% baseline tariff imposed by Trump that entered into force on April 9.

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FLLA: Open To Pursuing, But Heightened Brazil Exposure Makes Things Tricky

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ILF: Low Valuations, But Too Much Risk At A Rather Pessimistic Outlook

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Two longtime headwinds may be turning into tailwinds for emerging market stocks: The Chinese economy and the US dollar. Read more here.

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US equities are up 3.2% YTD via SPY, which is a solid gain for such an early point in the year, but when measured in context with a number of foreign funds, it’s modest. Read more here.