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🚨 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.Â
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.Â
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
Subscribe for More Insights:
🔔 Like, Subscribe, and hit the notification bell for weekly market analysis! 👍🏼 Share your thoughts in the comments.
#LiberationDay #ReorderGlobalTrade #CIO #InvestmentAnalysis #Tariffs #MarketVolatility #MeganHorneman #VerdenceCapital #MarketswithMegan #Economy #FederalReserve #FinancialMarkets #globaltrade #inflation
https://youtu.be/b3VD16iKXdI
Disclaimer: material was prepared by Verdence Capital Advisors, LLC (“VCA”). VCA believes the information and data in this document were obtained from sources considered reliable and correct and cannot guarantee either their accuracy or completeness. VCA has not independently verified third-party sourced information and data. Any projections, outlooks
or assumptions should not be construed to be indicative of the actual events which will occur. These projections, market outlooks or estimates are subject to change without notice. This material is being provided for informational purposes only and is not intended to provide, and should not be relied upon for, investment, accounting, legal, or tax advice. Past performance is not a guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance
that the future performance of any specific investment, investment strategy, or product or anynon-investment related content, made reference to directly or indirectly in these materials will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. You should not assume that any
discussion or information contained in this report serves as the receipt of, or as a substitute for, personalized investment advice from VCA. Due to various factors, including changing market conditions and/or applicable laws, the co...
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🚨 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.Â
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.Â
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
Subscribe for More Insights:
🔔 Like, Subscribe, and hit the notification bell for weekly market analysis! 👍🏼 Share your thoughts in the comments.
#LiberationDay #ReorderGlobalTrade #CIO #InvestmentAnalysis #Tariffs #MarketVolatility #MeganHorneman #VerdenceCapital #MarketswithMegan #Economy #FederalReserve #FinancialMarkets #globaltrade #inflation
https://youtu.be/b3VD16iKXdI
Disclaimer: material was prepared by Verdence Capital Advisors, LLC (“VCA”). VCA believes the information and data in this document were obtained from sources considered reliable and correct and cannot guarantee either their accuracy or completeness. VCA has not independently verified third-party sourced information and data. Any projections, outlooks
or assumptions should not be construed to be indicative of the actual events which will occur. These projections, market outlooks or estimates are subject to change without notice. This material is being provided for informational purposes only and is not intended to provide, and should not be relied upon for, investment, accounting, legal, or tax advice. Past performance is not a guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance
that the future performance of any specific investment, investment strategy, or product or anynon-investment related content, made reference to directly or indirectly in these materials will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. You should not assume that any
discussion or information contained in this report serves as the receipt of, or as a substitute for, personalized investment advice from VCA. Due to various factors, including changing market conditions and/or applicable laws, the co...
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