President Trump announced a 90-day pause on some tariffs, but trade dispute with China escalating

From Nasdaq: 2025-04-15 09:44:00

President Donald Trump announced a 90-day pause on some tariffs, but the trade dispute with China is escalating. The Motley Fool podcast discusses market reactions to tariff news, China’s economic “nuclear option,” key earnings season themes, and investment opportunities in an uncertain environment.

Walmart maintains Q1 sales growth outlook despite uncertainties, citing a wider range of outcomes due to unfavorable category mix, higher expenses, and the need to invest amid tariffs. The 90-day tariff pause impacts supply chains, potentially influencing companies’ decisions on manufacturing locations.

Investors are advised to watch for signs of recession, as big banks kick off earnings season. Companies like Adobe face challenges from AI and changing market dynamics, but offer growth potential. The focus remains on maintaining market share and subscriber loyalty amidst competition.

Amidst market volatility, investors like Jason Moser continue to hold positions in companies like Adobe, Home Depot, UPS, Shopify, and Exxon Enterprise. Slow and steady investment approach is recommended to avoid emotional decision-making. The Motley Fool’s insights and recommendations align with personal finance principles and editorial standards.



Read more at Nasdaq: An Investor’s Take on the Latest Tariff News