Halftime Report Stocks Surge on Tariff Delay 5/27/25
May 27, 2025
Josh Brown, a market strategist renowned for his stock insights, presents his top pick from the market. Jim Lebenthal, an experienced investor, shares his bullish stance on Alphabet while justifying his investment in Cleveland-Cliffs amidst recent tariff rollbacks. The discussion highlights a surge in stocks due to decreasing tariffs, a resilient market buoyed by consumer spending, and the importance of diversification in uncertain times. Listeners gain valuable strategies for navigating the evolving landscape of tech and retail investments.
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Markets Desensitized to Tariffs
- Markets are becoming desensitized to tariff threats, focusing more on fundamentals and positive economic catalysts.
- Tariffs are seen as a one-time hit rather than a long-term derailer of the economy.
Tax Bill Offsets Tariff Concerns
- The tax bill's economic impact may offset deficit concerns and tariff negativity.
- The market may tolerate tariffs given potential pro-growth effects and Treasury revenue.
ETF Inflows Drive Market Gains
- ETF inflows indicate investor apathy toward trade war headlines, leading to persistent buying despite volatility.
- Investment flows are driving market gains more than news events.