Here’s the next big investing theme in the Trump economy

It could be a pressure cooker of a summer for the US economy, and not because of the warmer weather. Tariffs from the Trump administration don’t appear to be going anywhere anytime soon, forcing businesses to raise prices on consumers and delay key projects. At the same time, the Federal Reserve is in no hurry to cut interest rates amid stagflation fears. Economic data has also begun to weaken, with the latest evidence being the employment readings from the last three months. Yahoo Finance executive editor ...