Part 7/9:
The volatility introduced by tariffs, particularly under Trump’s goal to equitable trade agreements, has instigated uncertainty in the markets. The intricacies surrounding international trade, heightened by recent conflicts such as the Russia-Ukraine war, complicate the economic outlook. A pivotal date to monitor is April 2nd, when reciprocal tariffs are set to take effect, potentially reshaping market dynamics.
The Path Forward
Despite current challenges, there is potential for growth in the latter half of the year. As uncertainty begins to resolve, driven by clearer economic signals and effective government responses, capital that has remained on the sidelines might begin to flow back into the markets.