Welcome back to Carson’s Take Five with Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist! In this episode, Ryan and Sonu break down the latest escalation in trade tensions between the U.S. and China and what it means for markets, inflation, and investors. They explain why the trade war narrative has resurfaced, how tariffs might impact supply chains, and the significance of the bull market completing a third year.
Key Takeaways
- The U.S.–China trade dispute is reemerging, but it appears both countries are escalating to deescalate.
- China is using rare earth metals as their counter to the Trump administration’s 100% tariff proposal.
- The market is seeing some volatility after a long stretch of growth, but we’ve seen this before.
- The bull market is celebrating its third birthday, a milestone that historically indicates the bulls will continue to run.
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