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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Michael Bloomberg shares his thoughts on recent developments regarding the politically charged attempts to bring restrictions on ESG focused investments.  He argues that climate risk is financial risk and is an important factor for investors to consider.

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Everyday, we are learning more about the Coronavirus and its impact on a humanitarian level.  There is also an economic impact to this epidemic.  Looking specifically at emerging markets, Manraj Sekhon, CFA  writing for Adventures in Emerging Markets gives his opinion of the economic toll on emerging markets due to this virus.

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What to do when stock prices fall?  In this recent opinion piece for the New York Times, Jeff Sommer offers his suggestions.

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What does a shark attack look like for an investor?  How can one safely navigate through rough seas to obtain financial goals?  Are sharks circling now? Jeffrey Kleintop, CFA, Senior Vice President, Chief Global Investment Strategist for Charles Schwab recently addressed this topic for Schwab’s Market Commentary. 

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Paul Krugman explains his opinion about Trump’s economic policies and the potential damage to the movement to mitigate climate change stating, “There is always a disconnect between what is good for society, or even the economy, in the long run, and what is good for economic performance over the next few quarters.”

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