Markets rallied following President Trump’s 90-day suspension of global tariffs, excluding China. Analysts suggest bond market turmoil spurred the policy shift. Yet, recession fears, trade tensions, and shifting Fed expectations persist. Investors now face critical questions around portfolio positioning, economic resilience, and the true trajectory of the US-China trade conflict. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management shares his insights.

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