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Closing Bell Overtime: Charles Schwab’s Liz Ann Sonders On What’s Next For Global Markets; JPM’s Tusa On Top Picks 7/8/25

Closing Bell

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Tariff Impacts and Global Market Shifts

This chapter examines the implications of President Trump's tariff deadlines on economic sectors, focusing on industries affected by tariffs and investor sentiment. It highlights the trend of investors pivoting towards international markets amidst U.S. policy uncertainties and discusses strategies for portfolio diversification. The conversation also covers the potential long-term effects of changing global dynamics, increased defense spending, and shifts in investment behavior towards alternative assets like gold.

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