From Yahoo Finance: 2025-04-03 06:04:00

Investors are seeking protection from economic pain caused by tariffs, looking at assets like commodities, gold, value stocks, and bonds. Uncertainty around tariffs is causing market volatility, prompting caution. Some see potential benefits for small-cap firms and technology companies amid the turmoil. Recession concerns rise as Goldman Sachs predicts a 35% chance within 12 months due to trade policies. Businesses face uncertainty in decision-making over cost pressures. Real assets like precious metals may protect portfolios. Utility and defensive dividend companies are favored in economic downturns. Tariffs may shift global demand away from U.S. goods, impacting revenue for S&P 500 companies. Concerns arise about U.S. exceptionalism and leadership migration amid changing trade dynamics. Some investors see opportunity in tech companies with strong cash reserves despite market turbulence.

Read more: Investors hunt for tariff-proof trades as new trade reality hits