Summary
- Trade Tensions Intensify: New tariffs by the U.S. on imports from Canada, Mexico, and China have triggered retaliatory measures, fueling fears of supply chain disruptions and inflation.
- Economic Indicators Signal Weakness: Declining consumer confidence and forecasts of a Q1 GDP contraction suggest the potential onset of a recession.
- Geopolitical and Market Volatility: Ongoing geopolitical tensions and policy uncertainty are driving divergent trends in global equity markets, while defensive sectors outperform amid rising risk aversion.
Growth Picks Performance
Total Returns
Growth Picks – 170% vs S&P 500 – 78%
Compiled Annual Growth Rate
Growth Picks – 25% vs S&P 500 – 11.8%
31 out of 37 picks generating positive returns
22 out of 37 picks outperforming S&P 500
Trade War Escalation
The global economy is facing significant turbulence as escalating trade tensions, declining consumer confidence, and geopolitical uncertainties weigh heavily on markets. Here’s a detailed look at the major events shaping the financial landscape this week.
Markets took a hit this week as President Trump announced a 25% tariff on $1.5 trillion…