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It's been a rough day to end a rough quarter for markets - the worst since 2022, in fact. Ahead of Wednesday's tariff deadline, Spectra Markets President Brent Donnelly joins Maggie Lake to discuss why he's not so optimistic that "Liberation Day" will bring the certainty stocks crave. Also up for discussion: why soft data matters again, why tariffs are not bullish USD, the dollar "smirk," and where Brent sees opportunities right now. You can find more of Brent's work here: https://www.spectramarkets.com/Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Substack: https://maggielake.substack.comConnect with me on Twitter: https://x.com/maggielake*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.
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It's been a rough day to end a rough quarter for markets - the worst since 2022, in fact. Ahead of Wednesday's tariff deadline, Spectra Markets President Brent Donnelly joins Maggie Lake to discuss why he's not so optimistic that "Liberation Day" will bring the certainty stocks crave. Also up for discussion: why soft data matters again, why tariffs are not bullish USD, the dollar "smirk," and where Brent sees opportunities right now. You can find more of Brent's work here: https://www.spectramarkets.com/Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Substack: https://maggielake.substack.comConnect with me on Twitter: https://x.com/maggielake*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.
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