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In this episode of Blue Chip NOW!, Daniel Dusina, CFA, is joined by Investment Analyst Vince Parrack to unpack the latest market-moving developments — from the Supreme Court's ruling on tariffs to renewed trade policy uncertainty and its ripple effects across global markets.

The conversation explores the administration's newly imposed 15% tariff under the Trade Act of 1974, the 150-day expiration window requiring congressional action, and what continued policy uncertainty could mean for risk assets.

The team also dives into the latest GDP data, the impact of the 43-day government shutdown, persistent AI-driven capital investment, sector rotation trends, and what investors should watch next — including Federal Reserve communication, big tech earnings, and macroeconomic catalysts.

"Trade policy uncertainty hasn't disappeared — it's just shifted form." – Daniel Dusina

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Daniel Dusina: https://www.bluechippartners.com/about/our-team/daniel-dusina/

Vince Parrack: https://www.bluechippartners.com/about/our-team/vincent-parrack/

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Timestamps:

00:00 – Introduction: Policy-Heavy Market Update 01:17 – Supreme Court Strikes Down Tariffs 02:13 – New 15% Tariff & 150-Day Congressional Deadline 03:45 – Why Markets Remain Volatile Around Trade Policy 04:45 – Q4 GDP Slows to 1.4%: What Happened? 05:32 – Federal Reserve Policy Uncertainty Explained 06:44 – Government Shutdown's Impact on Growth 07:55 – AI Investment Holding Up Business Spending 09:11 – AI as a Floor for Economic Growth 10:01 – Big Tech Earnings & Nvidia as an AI Bellwether 10:58 – Market Rotation: From Overvalued Tech to Selective Opportunities 11:54 – Fragmentation Within AI & Semiconductor Stocks 13:01 – Key Catalysts: Fed Communication & Rate Policy 13:51 – Inflation, Employment & Trade Negotiations Ahead