Tariff Impacts Showing up in Guidance


Tariffs continue to make things "interesting"

Tematica's Mark Abssy recaps the last five trading days, including what he's seeing regarding market breadth and overall participation as well as what's going on with gold (spoiler alert: it's not going down). In the quality over quantity side of things, we look for some economic data updates this week. Also, as we swing further into earnings, tariffs, consumer spending, re-arming Europe, and the AI/Data Center trade all come into play.

Related: FOMC, Powell & Earnings: The Signals Investors Can’t Ignore