International Stocks "Haven" in Trade War, Treasury v. Inflation

U.S. stocks are being outperformed by international companies so far in 2025, according to Charles Schwab's Michelle Gibley. However, that could change if President Trump enacts tariffs on European goods. As for inflation, Collin Martin is keeping an eye on its treasury yield impact. He says sticky inflation paired with more tariffs can pivot the Fed's trajectory.

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