Tariffs don’t scare investors, but maybe they should

Read more at Financial Times
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Trump’s tariffs don’t scare stocks
Plus the energy-inflation linkFinancial Times - Feb. 10 -
Trump should not take bond investors for granted
It needs only a small reduction in the dollar slice of global reserves to hit prices and raise borrowing costsFinancial Times - Feb. 8 -
How much should you pay to do your taxes? Maybe nothing — if you qualify for free tax prep.
Major tax-prep providers like Intuit’s TurboTax and H&R Block say they can do “simple” federal income-tax returns for free. The IRS also has two different free filing options equipped for these ...MarketWatch - Feb. 8 -
Why Investors Appear Unfazed by the Latest Trump Tariffs
The dollar fell and global stock markets are holding up despite President Trump announcing his plan to impose reciprocal tariffs on trading partners.The New York Times - 4d -
Trump unveils plan for reciprocal tariffs. Investors are relieved they’re not immediate.
President Donald Trump unveiled a plan Thursday that could lead to new reciprocal tariffs on U.S. trading partners.MarketWatch - 5d -
The market continues to broaden out as investors ignore tariff and inflation threats
It’s another day with more stocks up than down.NBC News - 4d -
The bond market just sent a message about Trump’s second term. Stock investors should listen.
Calm in bonds suggests it’s time to pencil in stocks you like — but wait for market-moving headlines from Washington.MarketWatch - Feb. 10 -
Nvidia investors should brace for some Blackwell ‘growing pains’ to show up with earnings report
Current-quarter trends may look disappointing, but there’s a big opportunity beyond that point for the company’s new chips.MarketWatch - 5d -
Trump’s steel and aluminum tariffs didn’t rattle markets Monday. Blame investor fatigue.
It’s been only three weeks since President Donald Trump took office and began to unleash an array of trade proposals, but investors already appear to have become inured to those pronouncements, ...MarketWatch - Feb. 10 -
Going for a song: investors flee to K-pop as safe haven amid Trump’s tariff war
Shares in South Korea’s entertainment groups soar as steel tariffs combine with a Blackpink world tour and BTS revival to supercharge their appeal. Donald Trump’s imposition of a 25% tariff on ...The Guardian - Feb. 12
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More in Business
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Trump signals Ukraine to blame for war with Russia
Remarks prompt President Volodymyr Zelenskyy to accuse US President of living in a ‘disinformation bubble’Financial Times - 8m -
The market is at the last stage of the bull cycle — but that may take a while. Here are three stocks from this value-focused manager.
Get ready for the “first year of the last leg of the bull run,” says ValueWorks’ Charles Lemonides.MarketWatch - 8m -
Weekly mortgage demand drops 6%, as homebuyers remain 'on the fence'
Mortgage rates dipped slightly last week, but so did mortgage demand, as housing affordability continues to sideline potential buyers.CNBC - 10m -
The biggest U.S. stocks haven’t been this expensive since the dot-com era. That’s making investors nervous.
By some measures, U.S. large-cap stocks are trading at the highest — or near the highest — premium to fundamentals like sales and profits since the end of the dot-com era.MarketWatch - 16m -
Southwest bends further to activist shareholder Elliott’s demands
Southwest is in the midst of a transformation that led it to announce Tuesday the first-ever involuntary layoffs.MarketWatch - 28m