Shownotes Transcript
Dominic Pappalardo, chief multi-asset strategist for Morningstar Investment Management, discusses the escalating US-China trade war, the 90-day tariff pause, and raised recession risk during this market volatility.
Key Takeaways:
What an Escalating Trade War Between the US and China Could Mean
Macroeconomic Trends and Rising Deglobalization After Trump’s Tariffs
What Trump’s 90-Day Pause on Tariffs Means for the Markets and Economy
How Market Volatility Could Persist After a Tariff-Induced Stock Selloff and Rebound
Why Fixed Income and Equities Are Responding Differently During Market Volatility
Morningstar Forecasters Predict Higher Economic Risks in 2025
Will the Fed Cut Interest Rates in May?
How to Protect Your Retirement Portfolio During Market Volatility
What Investors Need to Have on Their Radar
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Inflation Slows as Gas Prices Lead Decline in March CPI)
US Stocks Surge After Trump Pauses Many New Tariffs)
Stocks Give Up Gains as Tariff Woes Persist)
What Do the New Trump Tariffs Mean for Fed Interest-Rate Cuts?)
How Market Volatility Affects Required Minimum Distributions)
A Down-Market Survival Guide for Retirees)
What Now? An Investor’s To-Do List for Chaotic Markets)
This Time, It Really Is the Tariffs)
This Is What Real Market Uncertainty Looks Like)
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