U.S. Tariffs Have Landed, Brace for More Volatility Ahead -- Market Talk

Dow Jones14:16

0616 GMT - With U.S. tariffs now here, uncertainty is set to keep rising, spurring cross-asset volatility as participants struggle to price future U.S. policy path, "which probably doesn't exist in any sort of concrete way," says Pepperstone's Michael Brown. USD should keep strengthening, as while tariffs benefit no one they likely harm the U.S. economy the least, the strategist says. And so the U.S. exceptionalism theme will continue, "leaving the greenback as the cleanest dirty shirt in the laundry once again," he adds. For equities, the path of least resistance should be upside: earnings are solid and as Trump seems to view equity performance as a gauge of success, there may be some incentive to not go too far on tariffs and take a wrecking ball to the bull market, he adds. (fabiana.negrinochoa@wsj.com)

(END) Dow Jones Newswires

February 03, 2025 01:16 ET (06:16 GMT)

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