Audio commentary: Unraveling the uncertainties

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making.

Washington, D.C. policy decisions have been in the spotlight of late, but we think investors should not take their eyes off the results and clues coming from Q4 earnings season.

Markets head lower following a hawkish rate cut by the U.S. Federal Reserve. We discuss the reasons behind the Fed’s shift and if investors really need to fear higher rates caused by stronger growth.