Economic Slowdown & Recession Concerns - The US economy is slowing down, though not yet in recession, with weak payroll prints attributed to both lack of demand and supply due to immigration crackdown [2][3] - Construction spending is down year-on-year, signaling potential recessionary pressures [4] - Rate cuts are unlikely to stimulate growth and may negatively impact retirees' interest income, potentially increasing uncertainty [5][6][7] Uncertainty & Policy Impact - Uncertainty, stemming from tariffs, immigration policies, and geopolitical factors, is acting as a significant drag on the economy, hindering business investment and hiring [8][9][10][11] - Businesses are hesitant to make decisions due to policy uncertainty, adopting a "wait and see" approach [11] - While tax cuts are beneficial for corporations, the unpredictable nature of tariffs creates challenges for long-term planning and investment in manufacturing [12][13] Trade & Tariffs - The industry emphasizes the need for clear and consistent trade rules, suggesting a long-term tariff regime established through Congress to provide businesses with certainty [14][15] - Tariffs are viewed as a tax on consumers, and their fluctuating nature makes it difficult for businesses to compete and plan investments [16] Market Outlook - The market's positive reaction is likely due to anticipation of rate cuts, but these cuts may not address the underlying economic issues [5][6] - Despite the challenges, the US economy has the potential for steady growth around 2%, but uncertainty is hindering progress [9]

Trade Policy - The US President plans to impose tariffs on semiconductor imports soon [1] - Exemptions will be granted to companies like Apple that commit to increasing US investments [1]

Trump's tariffs are pushing food and drink exporters closer to China https://t.co/9VGEIoYgQS ...

The Trump administration on Wednesday night asked the Supreme Court to overturn a lower court decision that deemed the president’s sweeping “Liberation Day” tariffs illegal. https://t.co/hkrtgjbvI7 https://t.co/gbdx5PCJYa ...

President Donald Trump has reportedly asked the Supreme Court to move fast to accept and rule on an appeal to overturn lower court decisions that found most of his tariffs are illegal. https://t.co/xfZ3qiwqgD ...

Okay, I want to uh talk tech and politics. We're joined right now on set by Joe Londale, Palanteer's co-founder and 8VC founding partner. There's about a hundred things that we could we could talk about.Um I actually want to start here. This is where I'm going to start and then but there's 100 places we're going to go. >> Um a lot of the tech leaders are going to the White House today um to meet with the president later.The president has taken a very um somewhat aggressive approach as it relates to taking s ...

The Supreme Court has been trying to avoid a direct confrontation with President Trump. Cases on his tariffs and deportation policy may force the court's hand, @NoahRFeldman says (via @opinion) https://t.co/g9Wd1OkM7L ...

Trump appeals to US Supreme Court to rule on legality of tariffs https://t.co/teeAdtIYGo ...

President Trump appeals to Supreme Court to save his emergency tariffs and overturn a lower court ruling that found he acted unlawfully https://t.co/LqfBhrKe22 ...

Prices have risen significantly over the past four-plus years, and tariffs will likely exacerbate this trend this year, Dollar Tree CEO Michael Creedon Jr. said on a conference call Wednesday. https://t.co/eth8XeCswD ...