Intro

This chapter explores the impact of U.S. trade tensions and tariffs on market volatility and investor sentiment. The speakers provide analysis on trade policy changes and offer strategies for investors to navigate these uncertain economic conditions.

Transcript

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Episode notes

Dominic Pappalardo, chief multi-asset strategist for Morningstar Investment Management’s Wealth group, discusses how trade talks over tariffs could ripple through the bond market and whether import taxes are the right move for Hollywood movies.

Key Takeaways:

What a Potential Trade Deal Between the US and UK Means for Market Sentiment

What Countries Need to Strike a Trade Deal to Calm Wall Street?

What Persistent High Tariffs and Falling Imports From China Could Mean for the US

How Japan Moving Out of US Treasuries Could Rattle the Bond Market

How Trump’s Tariffs on International Movies Could Affect the Services Sector

How Tariff-Induced Market Volatility Affects the US Dollar’s Strength Globally

Has Market Volatility Made the US a Risky Bet for Stock Investors?

How Investors and Investment Managers Should Handle Market Volatility

What to Watch Before Trump’s 90-Day Tariff Pause Ends

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