Tariffs and Market Fundamentals

Anxiety regarding tariffs is currently overshadowing market fundamentals, leading to uncertainty among investors. The pace and unpredictable nature of tariff announcements create a distracted environment, which contrasts with the preference for market predictability. Despite this anxiety, there is confidence in the underlying strength of U.S. equities, suggesting that selecting companies with realistic expectations for growth will yield positive outcomes. Markets are encouraged to focus on businesses capable of exceeding these expectations rather than getting swept up in tariff-related chaos.