The Morning Filter
3 Stocks to Buy and Hold During Tariff Chaos
Apr 7, 2025
Dive into the turbulent world of tariffs and their impact on the stock market. Discover how inflation and bank earnings are shaping investor strategies and the discussion around value versus growth stocks. Learn about specific companies adapting to tariff changes, like Dollar General and Dollar Tree. Get insights into tactical stock picks, including Campbell's and ExxonMobil, that show promise amidst economic uncertainties. Plus, explore the long-term outlook for the flavors and fragrances industry post-pandemic.
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Quick takeaways
- The implementation of tariffs has significantly impacted the stock market, leading to a year-to-date decline of 13.76% amid heightened economic uncertainty.
- Investors are advised to consider overweight positions in undervalued U.S. stocks, as the market currently trades at a 17% discount to fair values.
Deep dives
Impact of Tariffs on the Stock Market
The announcement of larger than expected tariffs by the Trump administration led to a significant market downturn, with many stocks falling sharply. The U.S. Market Index, a broad measure of the stock market, dropped 13.76% year-to-date, with a 9% fall occurring in just one week. This decline is seen in the context of previous valuations where stocks were trading at a premium, indicating the current market conditions are more in line with historical valuations. In particular, sectors such as technology and consumer cyclical witnessed substantial losses, signaling that the market might be adjusting to the economic impact of tariffs.
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