US tariffs risk slowing growth, clouding inflation outlook, and weakening the dollar. Treasury yields rise amid capital flight. Global fiscal stimulus builds, boosting gold. Multinational and domestic consumption-focused companies could outperform as uncertainty and stagflation risks rise.
Boeing shares rise 5% despite higher than expected Q2 loss on Air Force One costs
Boeing posted a wider-than-expected Q2 loss after a $280 million Air Force One charge, but shares rose 5% as positive free cash flow and higher
July 28, 2026