Tariffs, Europe & Earnings

Will the new tariffs expected under Trump 2.0 be inflationary, driving up US producers’ input costs and the prices US consumers pay? We’re not worried for several reasons that Eric explains, including the offsetting effects of the strong dollar. … Also: Many countries are facing political turmoil, fiscal instability, and weak economic outlooks these days. Melissa recaps the woes, which reinforce our Stay Home investment strategy. … And: The data are now available showing Q3 revenues, earnings, and margin results for S&P 500 companies collectively and by sector. Joe shares the notable takeaways.