It's clearly this disruptive, destructive – if I should say so – up-and-down trade policy that has really worried the market and sowed uncertainty among consumers and businesses,
What are we saying? We're going to bring 100,000 manufacturing jobs back to the United States and tank the stock market by $20 trillion in the meantime?"
Even if the tariffs lead to inflation and economic deterioration, President Trump is likely to place the blame squarely on former President Biden rather than acknowledge any shortcomings in his own economic policies,
Our base case remains that the Trump administration’s aggressive stance on trade will weigh on growth, but not so much as to drive the U.S. into recession,
Over the coming weeks, we expect further volatility and potential weakness in equity markets,
The focus will remain on the broader economic concern that spurred yesterday’s huge risk-off trade,
These factors collectively help mitigate the headwinds arising from the Trump administration’s news flows,
That puts a fence around the company's exposure to tariffs, and it's not terrible,
With a strong quarter in our pocket and such positive commentary from management on some of the biggest risks of the moment, I'd be looking to buy more Costco shares into any additional weakness,
For much of the past few years as the market churned higher, it often felt like you never got a chance to buy the best stocks on weakness, ... Now you're getting that opportunity because the sell-off has been incredibly indiscriminate, taking down the good with the bad."
That may not sound all that encouraging, but when the consumer gets picky about value, well, that benefits Costco because this company offers the best value in the industry,
You're seeing the market more or less whiplash,
The only thing that makes sense is for Canada to become our cherished Fifty First State,
The market wants to see some type of resolution,
Uncertainty is high and rising on Main Street, and for many reasons,
I hate to predict things like that. There is a period of transition because what we’re doing is very big.”
What is the law and what is the crime that I committed?”
Damaging the property of others, aka vandalism, is not free speech!”
Von der Leyen's 150 billion euros in loans are a first step but unlikely to be enough,
French nuclear protection would likely come at a financial and political cost for its beneficiaries, especially Germany,