Halftime Report Trading Trump’s Tariffs 5/23/25
May 23, 2025
Jenny Harrington, an experienced investor, Jim Laaventhal, a market analyst, and Stephanie Link, an investment strategist, dive into the implications of Trump's tariff rhetoric on Apple and the EU. They discuss Apple's stock struggles amidst rising competition and the challenges of reliance on the Chinese market. The trio also breaks down the recent performance of Gap and shares insights on investment strategies in energy and technology sectors. Plus, they navigate the complexities of rising interest rates and their potential benefits for specific S&P stocks.
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Episode notes
Tariff Threats Viewed as Bluster
- The market views President Trump's tariff threats as mostly bluster rather than actual execution.
- Investors expect ongoing uncertainty over the next three and a half years and advise patience amid volatility.
Stay Invested Through Uncertainty
- Stay invested despite political uncertainty, trusting American business resilience.
- Prepare emotionally to weather volatility without overreacting to news bombs or euphoric statements.
Apple's Stock Driven by Technicals
- Apple's valuation is high relative to its moderate revenue growth and slowing iPhone sales.
- Technical factors and index inclusion drive Apple stock movements more than fundamentals currently.