With ongoing changes in tariff policies, investors are experiencing a whirlwind of emotions – sometimes within a single trading session. Should they adjust their investment strategies in response to these developments?

How should investors be positioned in light of these developments? Focus Partners’ Jason Blackwell shares perspectives on the economic impact of tariffs.

Over the last several weeks, the Trump administration has made good on the President’s campaign promises to wield the threat of tariffs on allies and adversaries alike as leverage to advance both economic and national security agendas. The on-again/off-again nature of the President’s tariff threats has created volatility in the markets as investors grapple with rapidly shifting narratives. Investors have found themselves feeling a range of emotions – sometimes all within a single trading session. How should investors be positioned in light of these developments?

Read more analysis in this short article from Focus Partners’ Investment Strategy team.

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