Market professionals will tell you why they are not worried about tariff whiplash and why stocks are poised to continue meetings
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The market was hit by tariff horrors last week, with more uncertainty looming.
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However, market sources tell BI that they are not worried and see trade unrest create opportunities.
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“If you have a long-term view, some of these dips are buying opportunities.”
President Donald Trump sent the market on the roller coaster this week, announcing tariff delays on two of the top American trading partners that followed.
However, some in the market have seen the uncertainty and volatility caused by trade concerns, and the yearly purchase opportunities and see the story of economic growth win and bring more stellar stock benefits. I see it.
Speaking to Business Insider, investors and economists said they believe this year’s stock will be driven by this year’s tailwinds and other ongoing catalysts. You have a boom. They also expressed doubt that Trump would implement tariffs as badly as he originally proposed.
Clark Bellin, Chief Investment Officer at Bellwether Wealth, believes the stock is on track to bring the year to a strong end. He believes that the market will be able to return between 9% and 12% in 2025, mainly thanks to the strength of the US economy.
Job Market And economic growth is a solid foothold, with unemployment remaining near record decline last month. GDP According to the latest GDPNOW reading from the Atlanta Fed, it is expected to accelerate to 2.9% this quarter.
Meanwhile, inflation has been recorded, but in December it remained relatively tame, rising 2.9% year-on-year.
“Inflation hasn’t skyrocketed. It’s not necessarily going to plummet as people want it to, but the Fed is consciously optimistic and is pretty good at actually achieving a soft landing. I think so,” Bellin told BI.
He added that his company reduced some of the exposure to sectors that could be most affected by tariffs this week, in order to create “dry powders” on the bystanders.
“If you have a long-term view, some of these dips are buying opportunities,” Belin said. “We’re going to keep looking at some of our own metrics and make strategic decisions when we bring some of that money back to work.”
Jose Torres, a senior economist at interactive broker, believes the market will earn an additional 10% in 2025, mainly thanks to Trump’s growth-promoting policies. It could make each sale driven by Trump’s political moves a potential buying moment for investors, he told BI.
“I think the stock price will be higher,” Torres said. Don’t think that tariff risks will derail the truly positive domestic momentum that is likely to occur this year. ”