HomeMarketsVolatilityLloyd: ‘Tariffs are Deflationary’, ‘Rip Your Face Off Rally’ Coming

Lloyd: ‘Tariffs are Deflationary’, ‘Rip Your Face Off Rally’ Coming

“Tariffs are just one piece of the pie.” Luke Lloyd identifies factors buffeting the market. He argues that tariffs are deflationary. He likes longer-duration bonds and international equities right now, saying it’s the “first time in my career” he’s seen international outperform the U.S.

Next Gen Investing

07 Apr 2025

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