Rob Haworth, Senior Investment Strategist at U.S. Bank, and Zachary Hill, Head of Portfolio Management at Horizon Investments, tackle the potential fallout from Trump's tariff policy on global equities. They discuss consumer health and corporate earnings amid economic uncertainty, showcasing resilience against inflation. The duo also highlights investment opportunities beyond U.S. borders, particularly in Europe and Asia, as well as insights on the upcoming BOJ rate hike and its implications. Expect strategies for navigating the evolving market landscape!