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Davis: Trump Getting ‘Hard Part’ Done Early on Trade, Tariffs Less Likely

Davis: Trump Getting ‘Hard Part’ Done Early on Trade, Tariffs Less Likely

Schwab Network · Schwab Network

March 19, 20258m 8s

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Show Notes

“This is the sixth fastest correction in the S&P,” says Tim Davis, “we’re viewing this as a long-term opportunity.” He thinks there’s a good chance that there won’t be tariffs enacted in 1H25, with global trade agreements changing by that time. He says the administration is incentivized to “do the hard part” early, well before the election cycle.


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