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2-3-25 Tariff Trouble

It's the first week of February; Quarterly Report…

An episode of the The Real Investment Show (Full Show) podcast, hosted by Lance Roberts, titled "2-3-25 Tariff Trouble" was published on February 3, 2025 and runs 46 minutes.

February 3, 2025 ·46m · The Real Investment Show (Full Show)

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Summary

It's the first week of February; Quarterly Reports Preview: About 80% of S&P will have reported by week's end, and the Buy Back Window more fully opens next week, providing additional market support. President Trump's 25% tariffs on Canada and Mexico may be short-lived (indeed, following this morning's show, Mexico blinked, promising to send troops to the border, and Trump's tariff was suspended for 30-days). The difference between the 2017 Tariffs and now: No tax cuts in place this time around. Watch for more market volatility in the wake of tariff talks. Living w Mrs. Roberts & the neighborhood HOA. Lance reviews the ins, outs, and possibilities of the Trump Tariffs: What is the ultimate goal? The Texas Economy vs Canada's. Will companies be able to pass along increased tariff costs to customers? Consumer choices drive the economy. Expectations for corporate earnings growth are already excessively high; what happens when tariffs take a bite? Goldman sees tariffs short-lived; JP Morgan expects more lasting, negative effects. Two outcomes possible: Price rise and consumers stop buying, or companies eat the difference. Chances for recession are back on the table. Our advice for today: Step away, and allow markets to work it through. Is this the start of a new catalyst? SEG-1: Watch for More Volatility from Tariffs SEG-2: Tariff Talk: What is the Goal? SEG-3: False Assumptions vs Realities fo Tariffs SEG-4: Tariff Impacts on Markets Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- REGISTER FOR OUR NEXT CANDID COFFEE (2/8/25) HERE: https://realinvestmentadvice.com/resources/events/retirement-income/ ------- Watch today's show video here: https://www.youtube.com/watch?v=NbITdlcUswI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=3 ------- Articles mentioned in this report: "The Clock Has No Hands" https://realinvestmentadvice.com/resources/blog/the-clock-has-no-hands/ "The Clock Has No Hands" https://realinvestmentadvice.com/resources/blog/the-clock-has-no-hands/ ------- The latest installment of our new feature, Before the Bell, "Markets Down in Response to Tariffs," is here: https://www.youtube.com/watch?v=L3ALjJcELsQ&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Tips & Traps You Need to Know for Tax Season" https://www.youtube.com/watch?v=IjGEGF0TuLI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #TariffTrouble #TradeWar #StockMarketNews #GlobalEconomy #Canada #Mexico #PresidentDonaldTrump #SouthernBorder #IllegalImmigration #Fentanyl #EarningsGrowth #Recession #MarketCatalyst #InvestingTrends #InvestmentStrategies #MarketAnalysis #EconomicOutlook#InvestingAdvice #Money #Investing

Episode Description

It's the first week of February; Quarterly Reports Preview: About 80% of S&P will have reported by week's end, and the Buy Back Window more fully opens next week, providing additional market support. President Trump's 25% tariffs on Canada and Mexico may be short-lived (indeed, following this morning's show, Mexico blinked, promising to send troops to the border, and Trump's tariff was suspended for 30-days). The difference between the 2017 Tariffs and now: No tax cuts in place this time around. Watch for more market volatility in the wake of tariff talks. Living w Mrs. Roberts & the neighborhood HOA. Lance reviews the ins, outs, and possibilities of the Trump Tariffs: What is the ultimate goal? The Texas Economy vs Canada's. Will companies be able to pass along increased tariff costs to customers? Consumer choices drive the economy. Expectations for corporate earnings growth are already excessively high; what happens when tariffs take a bite? Goldman sees tariffs short-lived; JP Morgan expects more lasting, negative effects. Two outcomes possible: Price rise and consumers stop buying, or companies eat the difference. Chances for recession are back on the table. Our advice for today: Step away, and allow markets to work it through. Is this the start of a new catalyst? SEG-1: Watch for More Volatility from Tariffs SEG-2: Tariff Talk: What is the Goal? SEG-3: False Assumptions vs Realities fo Tariffs SEG-4: Tariff Impacts on Markets Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- REGISTER FOR OUR NEXT CANDID COFFEE (2/8/25) HERE: https://realinvestmentadvice.com/resources/events/retirement-income/ ------- Watch today's show video here: https://www.youtube.com/watch?v=NbITdlcUswI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=3 ------- Articles mentioned in this report: "The Clock Has No Hands" https://realinvestmentadvice.com/resources/blog/the-clock-has-no-hands/ "The Clock Has No Hands" https://realinvestmentadvice.com/resources/blog/the-clock-has-no-hands/ ------- The latest installment of our new feature, Before the Bell, "Markets Down in Response to Tariffs," is here: https://www.youtube.com/watch?v=L3ALjJcELsQ&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Tips & Traps You Need to Know for Tax Season" https://www.youtube.com/watch?v=IjGEGF0TuLI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #TariffTrouble #TradeWar #StockMarketNews #GlobalEconomy #Canada #Mexico #PresidentDonaldTrump #SouthernBorder #IllegalImmigration #Fentanyl #EarningsGrowth #Recession #MarketCatalyst #InvestingTrends #InvestmentStrategies #MarketAnalysis #EconomicOutlook#InvestingAdvice #Money #Investing

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