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?

SeekingAlpha

Since President Trump's second term began with the Inauguration on January 20th, the S&P 500 ETF (SPY) is down 16.5% compared to a 6.2% drop for the all world ex US ETF (CWI).

SeekingAlpha

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.

SeekingAlpha

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

SeekingAlpha

Trump’s tariff shock and its implications for global goods and capital mobility have reset the clock. What did the global economy look like before this? Turns out it was doing pretty well.

SeekingAlpha

Brazilian small-cap stocks have suffered recently and face further risks amid new trade war tensions. See why I rate EWZS ETF as a strong buy.

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Many analysts bearish or indifferent toward gold a year ago have jumped aboard the bullish bandwagon. Almost no one is mentioning palladium, by far the most depressed metals in recent years.

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Impact effect? Risk-off and lower Treasury yields. No break of prior ranges on market rates but it smells like they want to go lower ahead. It feels like this could unravel further negative.

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Weekly Commentary: Critical Market Juncture

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Topping the list and outperforming in that span have been emerging market countries like Brazil and India, which are both up well over 6.5%. Click to read.