Big Picture Ahead: Consumer Confidence & Global Trade Uncertainty

April 11, 20257m 35s

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Show Notes

@CharlesSchwab's Collin Martin believes consumer confidence remains the biggest question surrounding the economy, especially in a time where the market is shaking off good hard data. He urges investors to keep tariffs top of mind and its impact on global trade and U.S. treasuries. Mike Townsend expects international markets to remain in a period of uncertainty for a while around tariffs. In the states, Mike points to lots of negotiations that need to be made on U.S. tax policy.

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