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サマリー
あらすじ・解説
With tariffs in the news, we sift through the torrent of headlines coming from both sides of the border and beyond.
In the first half, we look at the breaking news on tariffs, with an 11th hour agreement with Mexico giving a pause to the proposed 25% duty on imports. We also look at why Canada may be more reticent to strike a deal, and what the bigger objectives may be. Is it all about oil and inflation, or are we looking at a 21st century version of the Monroe Doctrine aimed at China? We also break down how the Fed is assessing the situation.
In the second half, we finally get to the stock market. We look at the effect of Deep Seek news coming out of China on AI stocks, and whether it represents a opportunity or a threat for the sector. We also recap the first big week of technology earnings:
- Four of the Magnificent Seven reported.
- While the initial reaction was positive for three of the four, only one has held onto its gains.
We close with our thoughts on where we are in the economic (and market) cycle, and where we are looking for opportunities.
Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formidableam.com.