Ed Yardeni compares the proposed EU tax to past tariff threats. He calls it Liberation Day 2. Markets remain calm, seeing it as negotiation. A trade war hurts the global and US economies. Trump’s frustration and potential tariffs on countries buying Russian oil add complexity. Markets anticipate resolution by summer. Trump’s focus may shift to mid-term elections.
Goldman Sachs’ India bets: 8 stocks rally up to 85% in CY26; one new addition
Goldman Sachs’ India equity portfolio fell 6% in CY26 amid mixed stock performance. While 18 stocks declined sharply, eight delivered strong gains, led by GNG