Taking the Pulse of Trade, Taxes, Earnings and the Economy
April was a rollercoaster ride for the markets, with policy-induced volatility stirring things up. As we move forward, the big question is: What's next? Trade deals and tariff uncertainties are at the forefront. Will we finally see resolutions with our global counterparts? How are tariffs impacting economic activity and potentially Fed cuts? And could the extension and potential additional tax cuts offset the tariff costs? Despite the turbulence, 1Q25 earnings remained healthy and show strong corporate fundamentals. But what are companies saying about their future earnings outlook? Are they optimistic, cautious, or somewhere in between? For a discussion of these questions and more, and whether the recent stretch of volatility will continue, please join Raymond James Chief Investment Officer Larry Adam and expert guest speakers for their best insights.