Investors are likely waiting on specifics before reacting
Investors are likely waiting on specifics before reacting: Sevens Report Co-Editor Tyler Richey Quoted in S&P Global
Markets shrugging off Trump tariff threats so far
Investors are likely waiting on specifics before reacting, although the tariff threats could signal some forthcoming broad market volatility as new and fluid trade policies inject some uncertainty into the macroeconomic outlook, said Tyler Richey, a co-editor with Sevens Report Research.
“As forward-looking discounting mechanisms, equity markets in particular love stability and a clear consensus outlook for future growth trends,” Richey said. “The implementation of new tariffs would derail the current Wall Street consensus that the Fed is in the process of nailing a soft economic landing that will result in strong, AI-amplified earnings growth in 2025 driving the broader stock market to new records.”
Richey with Sevens Report believes that the upcoming tariffs will likely have a greater impact on equities than those in Trump’s first term.
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