In markets, the only certainty is eventually, there will be uncertainty, and Trump has certainly delivered in spades. Recent market fluctuations have left many investors scrambling for ways to protect their portfolios. If you’re feeling the heat, you’re not alone, but there are some practical ways to safeguard your portfolio
It’s been an incredible run in the US stock market, with the highest level of international investment in US stock in history, justified by outsized returns in the MAG7. But what happens when the “Trump Trade” becomes the “Trump Trap”? more importantly, what can you do about it?
Several stocks may potentially benefit from the recently announced US tariffs on imports from Canada, Mexico, and China. Here are some sectors and companies that could see positive impacts:
Equities closed lower overnight as an ongoing stumble in China’s economy raised fears about global growth as Treasury yields rose after stronger-than-expected consumer spending denting hopes that the Federal Reserve is finished raising rates.
Weakness in banks was offset by renewed demand for tech amid a surge in Nvidia ahead of a slew of incoming economic data set to provide further insight on the consumer.
Amid global economic unrest, the Australian dollar dips below US65¢, while China faces deflationary pressures. Noteworthy stock movements include CBA’s rise and InvoCare’s notable upswing.
