
Markets React to Tariff Shift and Earnings Trends
This week, Diana Avigdor and James Callahan discussed how markets have responded to the recent shift in tariff policy, with major indices moving above key
This week, Diana Avigdor and James Callahan discussed how markets have responded to the recent shift in tariff policy, with major indices moving above key
Markets are sending mixed signals as global leadership begins to shift and inflation-sensitive assets quietly outperform. With hard and soft data pulling in different directions,
Markets are rebounding, but trends remain cautious. Hard data is strong, while soft data weakens. Earnings estimates are falling, and US equities lag stronger global
Key Points: Mixed Market Conditions: The market is showing signs of resilience in sectors like energy, industrials, and communications, though overall conditions remain uneven with
On this week’s Barometer Readings, Diana Avigdor and James Callahan discuss how markets are responding to recent tariff shifts, with indices breaking above key levels. Despite uncertainty, stronger earnings and broader participation suggest a more supportive backdrop.
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