Tariff Time Limit Looming; Watching Utilities, Healthcare & Financials

Eric Sterner is surprised that Trump decided to negotiate tariffs with the whole world at once. If that’s dealt with, though, he thinks consumers will keep spending at “healthy levels,” and points to tax cuts and deregulation in the latter half of the year getting the market “back on track.” He likes utilities, health care, and financials, arguing that they’re the most insulated from tariffs.

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