Reported 1 day ago
J.P. Morgan's Stephanie Aliaga discusses the stark contrast between the economic impact and market perception of tariffs, suggesting that while the economy faces significant headwinds from tariffs, the market is more focused on areas like AI-driven growth, leading to a disparity in both perspectives. Analysts are unsure about the long-term implications for corporate earnings due to uncertainty in tariff rates and exemptions.
Source: YAHOO