Market Sensitivity to Tariffs - Emerging and frontier markets are sensitive to new tariff announcements, with Japan facing domestic pressure due to an upcoming election [1][2] - US is a crucial market for Asian countries, limiting their options in trade negotiations [3] - The US President hopes ongoing negotiations will be successful [4] Impact of a Weaker Dollar - A weaker dollar negatively impacts foreign investors with $17 trillion invested in US equities, particularly those denominated in Euro, Yen, Taiwanese dollar, or Singapore dollar [6] - From April 2011 to two years prior to the discussion, the US dollar index increased by 55%, but has since fallen by 20% [5] - The dollar's depreciation is causing losses for foreign investors, even if the S&P 500 is performing well [6] - Some money is flowing out of US equities from non-US investors and back into growth stocks, especially in Asia's tech sector [7] Potential Winners and Strategies - The US President aims to bring jobs back to America through tariffs [8] - Asian automakers have already moved some production to the US [9] - South Korean semiconductor producer SK Hynix might build a factory in the US, similar to TSMC [9] - The US is the largest exporter of services globally, requiring caution in trade actions to avoid affecting US companies selling services like software, finance, and intellectual property [10] - The current trade war is focused on goods, and the US President is navigating to prevent it from expanding into a services trade war [11]

Stocks mostly higher today with the S&P 500 and NASDAQ closing at records as President Trump announced the framework of a trade deal with Vietnam. The gains coming despite some weak jobs data. ADP private payrolls unexpectedly fell by 13,000 in June.The labor department jobs report comes out tomorrow morning. For more on what it all means for markets and the Fed, let's bring in Jack Jennis, lead portfolio strategist at Natixus. Jack, great to see you.Thanks for having me back. Where do you stand on on where ...

Bank of America clients withdrew money from US equities at the fastest pace in 10 weeks, reducing exposure as the S&P 500 capped its best quarter since 2023 to end June at a record https://t.co/RPXjIK4phN ...

wait can I LP farm fees of US equities now on Meteora/etc???? ...

All right. Well, city's head of equity trading strategy recommends going long. High quality stocks right now.Stuart Kaiser is behind the call. Stuart, great to have you with us. Nice to see you.Good to be here. Um, we're talking about tech all-time highs once again, as if last week never happened. As if a trade war never happened.As if a conflict between Israel and Iran isn't happening right now. What do you make of this market move. I mean, I think the recovery today is is just reassurance to the market th ...