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The current market (^GSPC, ^IXIC, ^DJI) environment faces several uncertainties, but the threat of President Donald Trump's tariffs is no longer dominating investor sentiment.
Jurrien Timmer, Fidelity Investments director of global macro, joins Morning Brief to discuss this with host Madison Mills.
"The market obviously has a lot of cross-currents right now; we don't really know how much of these tariffs or threats of tariffs are going to stick," Timmer says. "In the meantime ... there's a lot of optimism right now about the length and strength of the economic rebound that happened since Covid," Timmer says, noting this is "overriding the threat of tariffs."
"For now, the market is focusing on earnings and is focusing on the 10-year Treasury being better behaved in the face of less government spending," he adds.
Columbia Threadneedle global rates strategist Ed Al-Hussainy joins the conversation, noting that he views tariffs as "negative for growth."
"[Tariffs] are ultimately attacks; they're attacks on spending, they're attacks on capital investment, and that is the first order effect that I'm looking for," Al-Hussainy says.
To watch more expert insights and analysis on the latest market action, check out more Catalysts here.
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2025/02/14
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