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  

 

Read about topics from this episode.  

Tariffs and Emotions Shake Markets Now, But Discipline Wins Long-Term 

Morningstar’s Take on Tariffs: Stock Impacts, Portfolio Tips, and More 

Even With Trump’s Rollback, Tariffs Would Still Damage the US Economy 

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 

 

 

What to watch from Morningstar.

Market Volatility: What to Watch in Q2 After Big Swings in Q1 

Does It Pay to Copy Congress' Stock Trades?

Can Healthcare Stocks Keep Outperforming the Market?

Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk 
 

Read what our team is writing:

Dominic Pappalardo

Ivanna Hampton

 

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar... 

LinkedIn: https://www.linkedin.com/company/5161/

Podden och tillhörande omslagsbild på den här sidan tillhör Morningstar. Innehållet i podden är skapat av Morningstar och inte av, eller tillsammans med, Poddtoppen.

Senast besökta

Investing Insights

Market Volatility: What Lies Ahead in Trump's Trade War

00:00