Commentary

Market volatility continues as economies digest tariff news

Global stock and bond markets have remained volatile following President Trump’s tariff plan, as uncertainty abounds regarding progress on negotiations, retaliations, and economic impacts.

  • The tariff plan is still new, and it could take time for it to fully play out; we see potential economic impacts to corporate fundamentals, growth, inflation, and labor markets.
  • But importantly, potential tax cuts, deregulation, and possible rate cuts could be positive offsets for the markets.
  • Active management, diversification, and a focus on long-term thinking will help investors stay the course
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Market volatility continues as economies digest tariff news