Blog categorized as Market Commentary
Trump’s 90-day tariff cut to 10% eased market fears and sparked a rally, calming Treasury concerns. But rising tariffs on China signal escalating tensions, posing hidden risks to China-exposed stocks despite broad market optimism.
Tags :
Calisade Capital market insights, China retaliation tariffs, China trade war escalation, China-exposed equities, Trump tariff reduction, Trump trade policy 2025, US tariffs 10 percent, VIX and treasury market signals, financial markets and tariffs, impact of tariffs on energy sector, investing during trade wars, market reaction to tariff news, market volatility and tariffs, short-term tariff relief, stock market rally Trump tariffs, Advisory Solutions, Investment Advisory Services
Categories :
Discover how the S&P 500’s price-to-earnings (P/E) ratio has behaved during past recessions and what it means for investors today. We explore historical market multiples across economic downturns to help guide smarter investment decisions.
Tags :
P/E compression, S&P 500 P/E ratio, S&P 500 valuation history, economic cycle investing, historical P/E ratios, investing during a recession, market multiples during recessions, price to earnings ratio trends, recession investing strategies, stock market downturns, stock market recessions, stock valuation metrics, trailing P/E ratio
Categories :
Categories
- Uncategorized
(14)
- Market Commentary
(7)
- Advisory
(1)
Tags
- Sample
- Best Buy Stocks
- Top Growth Stocks 2024
- Stocks to Buy Now
- Best Tech Stocks to Invest In
- High-Growth Stocks to Watch
- Stock market online
- best stock to purchase now
- great stock to buy now
- doing stock
- explore stock market
- overview of stock market
- stock market
- portfolio stock market
- Cost-effective plastic production
- Custom plastic moulding
- High-precision injection moulding
- Industrial plastic moulding
- Injection moulding for automotive
- Injection moulding for medical devices
- Injection moulding manufacturing
- Injection moulding process
- Large-scale plastic moulding
- plastic injection moulding services
- Best stock analysis tools
- Best stock market research websites
- Best websites for stock analysis
- Expert stock market insights
- Institutional-grade stock research
- Investment research websites
- Real-time stock market data
- Stock market research tools
- Top stock market analysis platforms
- P/E compression
- S&P 500 P/E ratio
- S&P 500 valuation history
- economic cycle investing
- historical P/E ratios
- investing during a recession
- market multiples during recessions
- price to earnings ratio trends
- recession investing strategies
- stock market downturns
- stock market recessions
- stock valuation metrics
- trailing P/E ratio
- Calisade Capital market insights
- China retaliation tariffs
- China trade war escalation
- China-exposed equities
- Trump tariff reduction
- Trump trade policy 2025
- US tariffs 10 percent
- VIX and treasury market signals
- financial markets and tariffs
- impact of tariffs on energy sector
- investing during trade wars
- market reaction to tariff news
- market volatility and tariffs
- short-term tariff relief
- stock market rally Trump tariffs
- Advisory Solutions
- Investment Advisory Services
- Advisory services
- Advisory
- Credit
- Credit Ratings Refresher
- Debt Spiral
- Downgrade
- Downgrade Timeline
- Economic Implications
- Moody's
- Moody's Downgrade
- Sovereign Debt
- U.S.
- Big Beautiful Bill
- BBB economic impact
- U.S. fiscal policy 2025
- U.S. tax cuts 2025
- Congressional Budget Office deficit
- Trump-era tax cuts
- U.S. deficit forecast
- border security funding
- clean energy incentives rollback
- defense budget increase
- social program cuts
- Treasury yields surge
- U.S. dollar weakening
- fossil fuel industry benefits
- inflation risks 2025
- renewable energy tax credits
- FAA modernization investment
- Medicaid and SNAP cuts
- U.S. debt to GDP ratio
- economic inequality U.S.
- electric vehicle tax credit repeal
- inflation hedges gold and crypto
- interest rate forecast 2025
- investment opportunities 2025
- military spending 2025
- student loan forgiveness elimination
- value stocks energy sector
- ESG investment risks
- Reagan tax reforms
- Trump trade tariffs impact
- U.S. economic growth forecast
- U.S. social welfare cuts
- historical fiscal policy analogs
- market volatility U.S.
- post-WWII reindustrialization
- CPI
- Consumer Sentiment
- Fed rate cuts
- Federal Reserve policy
- June 2025 Consumer Sentiment
- May CPI Report
- May PPI Report
- PPI
- U.S. macroeconomic releases
- University of Michigan Sentiment
- bond market volatility
- consumer confidence
- consumer inflation
- core CPI, headline CPI
- core goods inflation
- disinflation
- economic indicators
- front-end yield curve
- growth equities
- inflation data
- inflation expectations
- inflation indicators
- inflation outlook
- inflationary pressure
- long-duration assets
- long-term inflation expectations
- macroeconomic volatility
- producer inflation
- services inflation
- shelter inflation
- short-term inflation expectations
- soft landing narrative
- tariff impact
- yield curve repricing
- rate-sensitive sectors
- BBB bill
- Gilded Age wealth gap
- K-shaped recovery
- Medicaid funding
- Reagan tax cuts
- U.S. tax cuts
- Wall Street vs. Main Street
- clean energy cuts
- defense sector stocks
- electric vehicle tax credits
- energy costs
- food price riots
- fossil fuel subsidies
- healthcare affordability
- import taxes
- income inequality
- inflation impact
- interest rate pressure
- market volatility
- rising tariffs
- short-term bonds
- solar energy policy
- two-speed economy
- AI technology investments
- economic policy impact
- economic positioning frameworks
- global diversification
- hedging strategies
- historical policy analogs
- infrastructure stocks
- institutional investor strategy
- ong-term growth risk
- premium macro research
- social instability risk
- stock market risks
- Main Street vs Wall Street
- S&P 500 analysis
- US GDP consumer spending
- US economy 2025
- US housing affordability crisis
- consumer confidence decline
- consumer spending trends
- credit card delinquencies
- global capital flows
- household debt crisis
- housing market warning
- inflation impact on economy
- investor sentiment 2025
- mega cap stocks earnings
- money market reallocation
- mortgage rates 2025
- pricing power in recession
- real estate market 2025
- resilient corporate earnings
- retail spending slowdown
- rising housing inventory
- risk-on investing trend
- stock market disconnect
- stock market outlook
- stock market vs economy
- tech stock dominance
- wealth effect and home equity
- Wall Street optimism vs reality
- economic indicators flashing caution
- equity market future outlook
- labor market slowdown risk
- BBB bill economic impact
- CPI data 2025
- Fed communications
- Fed hawkish stance
- Fed interest rate outlook
- Israel-Iran conflict
- June 2025 market update
- Middle East crisis 2025
- Strait of Hormuz tension
- Tehran nuclear escalation
- Tel Aviv missile strike
- U.S. GDP divergence
- U.S. labor market softening
- bond yield sensitivity
- central bank response
- commodity price surge
- defensive sector stocks
- economic crosscurrents
- energy market shock
- energy price inflation
- equity market response
- fiscal stimulus impact
- geopolitical investing strategy
- geopolitical market volatility
- global supply chain risks
- global trade disruption
- inflation pressures
- investor risk appetite
- macroeconomic uncertainty
- monetary policy tightening
- oil supply disruption
- real assets investment
- safe-haven assets
- stagflation risk
- two-track recovery
