Impact Report: Liberation Day FACTS and the Reorder of Global Trade | S2 E027 | 04-03-25
🚨 The White House unveiled significant new tariffs, shaking investor confidence and triggering market volatility. What’s the real impact, and where are (or ARE there) the opportunities?
Liberation Day is being categorized at “The Reordering of Global Trade” and is poised to shake global markets for the short term and change the dynamic of the global economy long term.
Verdence Capital Advisors CIO Megan Horneman provides analysis on the latest US tariff measures (including the 10% across-the-board import tariff) in this episode of Markets with Megan. Understand the shift from using tariffs as punishment to a tool for reshaping global trade.
Join Megan to explore:
➡️ Detailed breakdown of the new tariff structure and its goals.
➡️ Impact analysis on US economic growth, inflation, and potential recessionary pressures.
➡️ Likely Federal Reserve response and the path for interest rates.
➡️ Understanding the sharp market sell-off (Dow, NASDAQ) and falling bond yields (10-Year Treasury).
➡️ Why long-term investors should view this pullback as an opportunity.
➡️ Specific investment sectors offering value now: Developed international & US small/mid-cap stocks.
About Markets with Megan:
Hosted by Megan Horneman, CIO of Verdence Capital Advisors, Markets with Megan delivers timely financial analysis and actionable insights for investors navigating today’s complex markets.
Connect with Verdence Capital Advisors:
verdence.com
marketswithmegan.com
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