

Markets Push Through Continued Trump Tariff Uncertainty
11 snips Mar 25, 2025
Cam Dawson, CIO at NewEdge Wealth, dives into the resilience of US equities amidst evolving trade sanctions, arguing that US exceptionalism remains strong. He highlights a recent upswing in stocks, reflecting a cautious optimism in the market. Meanwhile, Michael Darda, Chief Economist at Roth Capital Partners, warns of stagflation risks and discusses how productivity trends may force the Fed to reconsider interest rate cuts amid persistent tariff challenges. Together, they unpack the complex interplay between tariffs and economic indicators.
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Market Uncertainty
- Policy uncertainty is affecting markets, shifting from last year's positive tailwinds.
- Investors are now facing uncertainty regarding trade and its economic impact.
Safe Havens
- Consider increasing safer holdings like cash or gold amid uncertainty.
- Gold has performed well, suggesting investors are seeking safer assets.
U.S. Exceptionalism
- The perceived end of U.S. exceptionalism is a narrative ascribed to recent market actions.
- It's driven by the unwinding of a crowded dollar long position.