It seems like every day there is talk of the tariff situation being resolved and, then, the talk reverses.
Looking on the bright side of things, it's keeping a lid on the markets getting out of control and melting up. On the other hand, all the talk creates more uncertainty. With continual uncertainty, many CEO's are hesitant to spend and expand operations.
The economy and the markets have been "relatively" resilient to all the talk. But how much more tariff talk can the economy and the markets take? No one knows that answer, but usually everything in an up economy is pointing upward, until a tipping point is reached. That tipping point is often consumer spending. Right now consumers are moving full steam ahead, Sooner or later, the consumers are going to get spooked with all the whipsaws in tariff talk and that might very well be the tipping point.
Hold on tight! The drama continues….
