Tariff Shockwaves: Impacts on Markets, Inflation, and Investment Strategy - 4/3/2025
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Tariff Shockwaves: Impacts on Markets, Inflation, and Investment Strategy - 4/3/2025
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In this special midweek episode of Paramount Wealth Perspectives, host Chris Coyle and Chief Investment Officer Scott Tremlett discuss the unexpected and historic tariff increases announced this week, analyzing their economic impact and potential retaliations from global markets.
Scott explains how the tariffs—pegged to bilateral trade deficits—could drive inflation higher, potentially pushing CPI to 4.5% in 2025 before gradually declining. They also explore the implications for the U.S. labor market, including immigration slowdowns, rising jobless claims, and the possibility of negative GDP growth in the second quarter.
Scott offers insights on how these economic shifts may influence the Federal Reserve’s decisions, including potential rate cuts later this year, and the possibility of fiscal stimulus if the economy continues to slow. Finally, they discuss critical portfolio management strategies, emphasizing the importance of diversification, international investments, and avoiding over-concentration in U.S. stocks.
Whether you’re a seasoned investor or trying to stay informed, this episode provides valuable guidance for navigating a rapidly evolving economic landscape.