As the U.S. implements new tariffs under President Trump’s administration, investors are evaluating their portfolio strategies in response to potential market volatility. Clark Allen, Head of ETFs at Horizon Investments, discusses how these trade policies might influence exchange-traded funds and broader investment approaches. He examines the sectors most susceptible to tariff impacts and offers insights into adjusting asset allocations to mitigate associated risks
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Consumer sentiment wavers amid new tariffs
As the U.S. implements new tariffs under President Trump’s administration, consumer concerns are on the rise. Ted Rossman, Industry Analyst at Bankrate, discusses how these tariffs are affecting consumer sentiment and spending behaviors. He highlights that the additional costs imposed by tariffs are leading many Americans, especially those in low- and middle-income brackets, to adjust their purchasing decisions, delay major expenses, and seek more affordable alternatives. Rossman also examines the broader economic implications, including potential inflationary pressures and market volatility.
Markets turn higher ahead of Trump tariffs announcements
As markets brace for President Trump’s impending tariff announcements, futures indicate a higher open. Jay Woods, Chief Global Strategist at Freedom Capital Markets, analyzes the factors contributing to investor sentiment ahead of the anticipated “Liberation Day” tariffs. He discusses the potential impact on various sectors and offers insights into how traders are positioning themselves in response to the expected policy changes.
Circle IPO, TikTok future, Australia ESG reporting, Roblox games
Circle Internet files for IPO and will list shares on NYSE. President Trump will consider future of TikTok at meeting today. Australian Securities and Investments Commission(ASIC) issues sustainability reporting regulatory guide and Roblox is adding more advertising within its games. Jane King has the latest from the Nasdaq.
Trump’s ‘Liberation Day’ on tariffs arrives
As President Trump’s ‘Liberation Day’ tariffs take effect, concerns mount over potential stagflation in the U.S. economy. James Knightley, Chief International Economist at ING, analyzes the implications of these sweeping tariffs, which include a 25% levy on imported automobiles and reciprocal duties on major trading partners. He discusses how these measures could exacerbate inflationary pressures while dampening consumer spending, leading to a challenging economic environment.
Unpacking Newsmax’s IPO journey with Mark Elenowitz
Newsmax’s recent fundraising endeavors have garnered significant attention, particularly with its successful initial public offering (IPO) and prior private placements. Mark Elenowitz, Managing Director at Digital Offering LLC, has been instrumental in orchestrating these financial strategies and discusses the advantages of Reg A fundraising.
Elenowitz provides an in-depth analysis of Newsmax’s approach to capital raising, detailing the processes and decisions that led to their remarkable market debut. He discusses the implications of the $225 million raised through private placements and the additional $75 million secured during the IPO, which saw shares surge by over 700% on the first day of trading.
Visit www.digitaloffering.com for more information
FDIC clarifies crypto engagement for banks
Regulatory clarity gains traction as the FDIC outlines its stance on institutional crypto adoption and stablecoin regulations.
Renato Mariotti, Partner at Paul Hastings, unpacks the latest guidance from federal regulators and what it means for banks and digital asset firms. He discusses how the FDIC’s clarification could open doors for institutional crypto activity while also signaling a more constructive approach to crypto adoption for institutions.
NVIDIA’s worst month since Sept. 2022 & future tech outlook
NVIDIA posts its worst monthly performance since September 2022, raising questions about the companies’ trajectory and future growth.
Melissa Otto, CFA and Head of Research at S&P Global Visible Alpha, breaks down the key factors behind the stock’s recent decline and what it signals for the broader tech sector. She discusses investor expectations, earnings sentiment, and the implications for AI-driven growth outlining potential catalysts and risks as the company moves into Q2. Otto talks plans for chips & GPU production schedules, the next round of earnings, and the advent of agentic AI increasing demand for chips.
Q1 crypto market overview and focus on regulatory framework
As Q1 wraps, the crypto market faces a pivotal moment marked by price action and regulatory momentum. Cleve Mesidor, Executive Director of The Blockchain Foundation, provides an overview of crypto market trends from the first quarter, highlighting major movements in digital assets and investor sentiment. She discusses the evolving regulatory landscape in the U.S. and abroad, with a focus on how new frameworks could shape the next phase of industry growth. Mesidor emphasizes upcoming senate hearings to fast track stablecoin and market structure regulations.
Tough quarter, Trump Texas, SpaceX breakthrough, Japan ESG
Coinbase and other crypto companies have the worst quarter in years.
Trump Media says it will list on NYSE Texas. SpaceX launches mission around earth’s poles and Japan’s pension fund offers new ESG backing. Jane King has the latest from the Nasdaq.