Here’s how tariffs can be implemented without rocking markets, Trump friendly strategist says

Here’s how tariffs can be implemented without rocking markets, Trump-friendly strategist says

A senior hedge-fund strategist argues the Trump administration can have its tariff cake and eat it too.

Business - MarketWatch - 10 hours ago

Can Trump impose tariffs without Congress? It's complicated, experts say.

President-elect Donald Trump claims he can unilaterally impose sweeping tariffs on U.S. imports. The reality is more complicated, according to trade experts.

The stock market hasn’t priced in a Trump win, Morgan Stanley strategist says

The chief U.S. stock-market strategist at Morgan Stanley says the fact that financial stocks are rallying has more to do with fundamentals than with the approaching election.

Business - MarketWatch - October 28

Inflation is going higher, this market strategist says. Here’s his master ETF plan to profit from it.

Hedgeye’s Keith McCullough is long gold, utilities, real estate and emerging markets ETFs.

Business - MarketWatch - November 2

Here’s what can stall Trump’s tax and tariff plans

Surging 10-year Treasury yields could temper Trump administration plans that risk growing the large U.S. deficit.

Business - MarketWatch - November 6

Stock-market investors should treat Trump and Harris election playbooks with caution

Wall Street makes trading elections sound as easy as falling off a log. Reality often disappoints.

Business - MarketWatch - November 4

Why Trump’s Victory Is Fueling a Market Frenzy

Investors have been comforted by a clear election result and are anticipating tax cuts and deregulation from a second Trump administration.

Business - The New York Times - 2 days ago

Here’s the biggest threat to the bull market, according to one strategist

Dhaval Joshi, chief strategist of BCA Research’s Counterpoint, says the biggest threat to the U.S. bull market comes from Japan.

Business - MarketWatch - October 24

Trump’s Vast Tariffs Would Rock Global Businesses and Shake Alliances

Economists said Donald Trump’s plan to return trade barriers to levels not seen in generations would be “a grenade thrown in the heart” of the international system.

Business - The New York Times - October 29

Here's what the Trump presidency could mean for the housing market, experts say

Donald Trump wants to address the housing shortage in the U.S. But some of his promises might be hurdles in the way.

Business - CNBC - 3 days ago

A study says the global luxury goods market will shrink in 2025. Trump tariffs could make it worse

Global sales of personal luxury goods are forecast to shrink next year for the first time since the Great Recession in 2008 and the COVID-19 pandemic

World - ABC News - Yesterday

40% of investors are considering this money move after the election: It may cost them 'really great gains,' says market strategist

Making decisions about your portfolio based on the election will likely cost you, experts say. Here's how to keep anxiety from hurting your finances.

Business - CNBC - November 5

Trump’s tariffs pose a greater risk to markets than his tax cuts

They pose a significant threat to the global economy because of how far-reaching they are, the odds of implementation and the potential for widespread retaliation.

Politics - The Hill - October 18

Trump tariffs would hit these stock-market sectors the hardest

S&P 500 could see a 4.7% decline next year, according to a Barclays analysis.

Business - MarketWatch - October 19

‘Trump Trade’ of Large Tariffs and Deficits Looms as Market Braces for 2024 Election

As investors have focused on the potential fiscal and economic impact of the Republican candidate’s proposals, yields on Treasury debt have risen.

Business - The New York Times - October 25

Trump tariffs: Why stock-market investors are underrating impact

Donald Trump’s most unconventional policy proposal is also one he’s been most consistent in promoting: universal tariffs.

Business - MarketWatch - October 26

Markets look past Trump tariffs, but they could be ‘life or death’ for some companies

Donald Trump’s most consistent policy commitment is to tariffs, or taxes paid by U.S. importers of foreign goods.

Business - MarketWatch - November 6

Trump Tariffs Could Hurt Shrinking Global Luxury Goods Market

Despite seeing a post-recession bump, luxury good sales are declining and may be hit hard by Trump tariffs.

Business - Inc. - 23 hours ago

To our next president: Here’s how to use your tariffs

To the 47th president of the United States: Be clear about what you want, and if you must use tariffs, then at least make sure you get something in return.

Politics - The Hill - October 25

Parents are not confident they can teach kids about investing. Here's how advisors say to get started

Only 22% of parents are "completely confident" in their ability to teach their children the basics of investing, according to a new survey.

Business - CNBC - November 5

How the House can still (at least temporarily) function without a Speaker

The House Rules Committee held a Member Day on Sept. 19, where members proposed changes to the legislative process, including allowing bills to have two original sponsors, expediting the ...

Politics - The Hill - October 29

Could Trump’s Tariffs Lead to Higher Prices? Here’s What to Know.

The president-elect says that tariff is “the most beautiful word in the dictionary.” You may be hearing it a lot.

Business - The New York Times - November 7

They skipped voting in 2020. Here’s what Trump & Harris can say to win them in 2024

As part of the Deciders Focus Group, voters who sat out 2020 but plan to vote in 2024, talk about their views on Trump, Harris and how they could still be won over. This focus group was produced in ...

Politics - NBC News - October 25

Trump just might be able to impose higher tariffs without starting a trade war

The president-elect’s trade policies are still uncertain. But here are some potential pros and cons.

Business - MarketWatch - 5 hours ago

Here’s how the American press can survive four years of Trump | Margaret Sullivan

The media will be under siege, but former Washington Post editor Marty Baron has some ideas for what journalists can do. Everything we know about the next US president suggests that the press in ...

World - The Guardian - November 7

This popular ‘Trump trade’ may have run its course — at least for now, strategist says

One key ally of former President Donald Trump grabbed headlines recently when he suggested that $2 trillion in federal spending could be cut during a second Trump Administration. That could mean ...

Business - MarketWatch - October 30

How this money manager’s one-of-a-kind fund beats the market without Nvidia and other tech stocks

Cambria Investment’s Faber tells MarketWatch how he makes shareholders money by owning high-quality, dividend-paying stocks that most investors overlook.

Business - MarketWatch - October 19

Here’s how much money was bet on the 2024 presidential election

Donald Trump has won the 2024 presidential election; here’s how much people wagered on the race

Business - MarketWatch - November 7

Trump sues CBS News; network says suit "completely without merit"

Former President Donald Trump has sued CBS News over a recent 60 Minutes interview with Vice President Kamala Harris. The network says it intends to vigorously defend against the lawsuit.

Steve Madden says it will cut production in China to avoid Trump tariffs

The footwear- and accessory-maker says it already has a plan in place to reduce its reliance on imports from China.

Markets are priced to perfection on the Trump trade. Here's why that could be a problem

Investors have been busy for the past several weeks bidding up prices in anticipation of what Trump will do when he takes office.

Business - CNBC - Yesterday

How Trump’s Radical Tariff Plan Could Wreck Our Economy

There’s no upside to the former president’s pet economic plan.

Top stories - The New York Times - October 17

Tariffs, tech and Taiwan: how China hopes to Trump-proof its economy

With $500bn worth of trade in the crosshairs of Donald Trump’s tariffs, Xi Jinping is preparing for four more years of unpredictability. China is bracing itself for four years of volatile relations ...

World - The Guardian - 6 days ago

From cars to planes: global manufacturers brace for Trump’s tariffs

Executives across multiple industries expect supply chain upheaval

Business - Financial Times - 6 days ago

Trump’s trade tariffs: how protectionist US policies will hit German carmakers

‘Shifts in production’ expected if baseline tariffs on imported goods are imposed to benefit US auto manufacturing . In 1964 the new US president was angry about European trade. Specifically about ...

World - The Guardian - 5 days ago

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