RE:Fear of Tariffsretiredcf wrote: Hope they are right. GLTA
It is possible markets 'react' again, but in many cases they have already. Trump has already walked back comments to 2% a month rather than 25% one time. Industrial stocks such as ATS, MG, MRE etc. could still be impacted. CLS has benefited from stong growth, good partnerships and its AI connection. Oil could rally as we highly doubt Trump is going to tariff 4 million barrels a day of imports. (5iResearch)
Hard to determine what Trump will do based on what he says. But he's not done.