HomeMarketsU.S. EconomyEyes on the Long Term: Tariff Impacts Will Take Years to Play Out
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Eyes on the Long Term: Tariff Impacts Will Take Years to Play Out

Eyes on the Long Term: Tariff Impacts Will Take Years to Play Out

Matt Lloyd says it will take years to see the impact of tariff policy – right now, it changes “every five minutes,” and he thinks Trump is managing them too closely, causing volatility. He expects an increase in M&A activity in the next few years, so he favors larger banks. He also likes consumer staples, stressing “stability.”

Trading 360

24 Mar 2025

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