President Trump's Tariffs

President Trump’s tariff saga continues to send shockwaves through global markets. The reinstatement of previously blocked tariffs, just 24 hours after a federal court ruling, has amplified investor anxiety and introduced fresh volatility to an already fragile economic environment. While opportunistic buying, particularly in battered tech stocks, helped buoy markets in May, the broader picture remains more complex. The undercurrents of economic unease—reflected in front-loaded inventories and a sharp decline in shipping activity—suggest that businesses are still bracing for policy unpredictability.

As the dust settles on May’s market rebound, the mood among investors and businesses is far from euphoric. Strategic positioning and risk management will be crucial heading into the summer, especially with potential policy shocks looming. While the rally in equities offers a glimmer of hope, the trade war’s resurgence could once again reshape the investment landscape in a matter of days. Staying agile, informed, and prepared will be essential in navigating the months ahead.