The Chart Room

Kyla Scanlon, Economist, content creator and influencer discusses the market’s volatile reaction to a fake headline about paused tariffs, highlighting investor desperation for relief from trade tensions. It examines the broader economic fallout, including rising bond yields (possibly due to foreign Treasury sell-offs) and the breakdown of traditional market safeguards. The piece critiques the administration’s push for tariffs, arguing they won’t revive 1950s-style manufacturing jobs due to automation and global supply chains, while also risking U.S. economic leadership by undermining trust in the dollar and trade alliances. China’s retaliatory measures and resilience further complicate the situation. The author suggests smarter policies—like targeted trade enforcement and tech investment—instead of broad tariffs, warning that the current path could fragment global trade, weaken the U.S. position, and hurt consumers. For investors, the advice is to stay diversified, avoid panic selling, and prepare for prolonged uncertainty. Ultimately, the article frames tariffs as a misguided solution that could erode America’s long-term economic advantages.

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Morgan Housel, a NYT bestselling author, argues that tariffs are economically harmful, raising consumer prices and reducing competitiveness, despite their political appeal. He explains that while manufacturing jobs have declined, the primary cause is automation—not offshoring—and that even if production returns to the U.S., employment levels won’t match the past due to technological advancements. Housel contextualizes America’s mid-20th-century manufacturing dominance as a unique post-WWII phenomenon, eroded by global competition and automation. He acknowledges the frustration of displaced workers but warns against protectionism, advocating instead for free trade and specialization. Regarding the recent market decline tied to tariff news, he advises long-term investing discipline, emphasizing that crises eventually resolve through counterforces, and maintains rational optimism about the future despite short-term turmoil.

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Andreas Kluth, a Bloomberg Opinion columnist, highlights the importance of the U.S./China relationship during this time of heightened uncertainty.  Cooperation between the two countries could lead to breakthroughs on problems like the fentanyl crisis, nuclear proliferation, and climate change. However, a lack of cooperation could exacerbate these issues.

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Despite global concerns like war and social division, a recent study found that positive emotions have increased and negative emotions have decreased worldwide since the pandemic, with young people being the most positive group. The study suggests cultural factors like emotional resilience and political events can also influence emotional well-being.

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Dimensional Founder and Chairman David Booth recently contributed an op-ed to
Fortune about the role uncertainty can play in investment success.

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In this article from Pensions & Investments, Jeremy Grantham explains what drives him to focus on, “dealing with long-term, underrated problems: climate change, resources limitations, population bust, toxicity and, if you insist, acute inequality.”

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Investor Jeremy Grantham, co-founder of the asset management firm GMO established the Grantham Foundation.  The Grantham Foundation is non-profit that focuses on investing in and granting to companies and institutions that are developing solutions to climate change.

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With the rise of AI integration into our daily lives and companies operations, it’s important to make sure that you’re invested in a way to take advantage of the potential growth.  Vanguard’s Information Technology fund can be an effective tool for making that allocation work for you at a low cost.

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With the collapse of Silicon Valley Bank and a range of uncertainties impacting the market, Dimensional has put this white paper together which reminds us as long-term investors to keep perspective on the principles of investing to help get through the tough times.

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Barron’s has named Dimensional Fund Advisors No. 1 in the outlet’s “Best Fund Families of 2022” list. The rankings look at the one-year records of how each firm’s actively managed funds performed vs. peers, based on data from Refinitiv Lipper.

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