Schwab Network
'Wait And See' Narrative Facing Investors
May 9, 2025
Adam Coons, Co-chief investment officer at Winthrop Capital Management, dives into the effects of ongoing tariff negotiations. He emphasizes a 'wait and see' approach as volatility looms over the market. Rather than viewing tariffs through a U.S. lens, he suggests focusing on their impact on China. Coons also shares a bullish perspective on bonds amid market fluctuations, advocating for a balanced portfolio and caution in tech investments, particularly in companies with unstable revenue.
08:13
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Quick takeaways
- Investors are currently in a 'wait and see' mode, driven by ongoing tariff negotiations that create market volatility and uncertainty.
- The impact of tariffs may be more detrimental to China than the U.S., influencing their negotiating strategy and overall market behavior.
Deep dives
Market Reactions and Tariff Implications
The current market sentiment indicates a degree of exhaustion regarding the ongoing tariff narrative, as there is a notable lack of significant changes following the Federal Reserve's recent announcements. With no anticipated rate cuts and a cautious wait-and-see approach, market movements are expected to remain stable through the summer months. Concerns surrounding negotiations with China highlight the potential unpredictability of the situation, which could swing either way depending on the outcomes of discussions. Additionally, the circumstances indicate that tariffs not only affect the U.S. economy but also represent a greater risk to China, which might influence their negotiating stance.
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