Well, so there are two competing narratives. One is the narrative on regulation and maybe even on taxes, clarity on greater confidence in taxes not going up. But on the other hand, and maybe some cutting in government spending, so those would be the positive parts of what the market will like.
Tariffs could hurt business, growth and earnings: Peter Cardillo
The administration’s back-and-forth stance on tariffs is unsettling global markets, especially emerging ones. Tariffs could be inflationary, potentially harming business growth and future earnings. The
March 12, 2025