Ever since President Donald Trump launched his controversial tariff policy on April 2, 2025, reaction to the threat of tariffs (and their disruption of America’s relationship with its trade partners) has been mixed. Retailers and economists have expressed concerns about tariffs driving up prices, while most of President Trump’s Republican Party has been supportive. Recently, to further shore up support for his tariff policy, Trump has announced that tariff revenues will allow him to send $2,000 “tariff div ...

All right, I want to start off with some of the news of this morning. We're seeing oil prices move higher on sanctions on Venezuela and also potential sanctions on Russia. Uh, does this idea of the potential for oil to move higher, at least we're seeing that move this morning, does it change your view of any sectors or the markets in general.>> Sure. Look, I mean, oil prices has so far not contributed to the inflation pressures in the US, which obviously helped the Fed cut rates. This is a key indicator tha ...