OMGSH! I just logged back 🥹

Talk of #tariffs versus implementation of tariffs. In Trump 1.0 we were in a #Fed hiking cycle… we need to maintain an easing cycle to avoid this level of volatility. As Trump used tariffs as a bartering tool, the markets shrugged them off until implemented. #stockmarket

YARDENI: “.. high stock valuations are the main worry for many investors. However, our bullish outlook for strong productivity-led economic growth means that earnings rather than valuations can lead the market higher. .. the Roaring 2020s may very well continue into the Roaring 2030s.” 🇺🇸

A flight to safety is what tamed the 10-year today. The bond market is fun.

The bull case for DIS! This #earningseason has been all about fwd looking guidance. DIS 2025 looks magical ✨ #stockmarket #stocks

This could be detrimental to the low income consumer who is already strained due to restrictive Fed policy 👀👀

Today we are reminded that geopolitical uncertainty remains a risk in the #stockmarket As we continue to digest potential fiscal policies… do not forget #NVDA will set the tone for year end. The AI narrative is a part of the bull market thesis. #stockmarketnews #nvdaearnings #investing

This week on the Market MakeHer #financepodcast we broke down all of Trumps potential policies and their impact on the #stockmarket: Tariffs, immigration, tax cuts, and the inflation picture. All unbiased, facts only. spotifycreators-web.app.link/e/1OpoRzAQxOb