Market Update: Our Views On The Tariff News
Source: SeekingAlpha
2025-04-08 02:55:00 ET
Summary
- While the tariff introduction was telegraphed well ahead of time, the scope and scale of the tariffs surprised financial markets.
- On the week, the S&P 500, Nasdaq, Russell 2000, and S&P 500 Equal Weight indices finished down 9.6%, 9.7%, 9.2%, and 9.3%, respectively.
- When thinking about the potential impact of the tariff announcement on growth, it is instructive to go through the different components of the growth calculation.
- While it is certainly possible that we will see a short-term uptick in prices, there are reasons to push back on the idea that this will be a highly inflationary policy mix.
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Market Update: Our Views On The Tariff News
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