Sunday, May 4, 2025

US Equity Markets: Are Investors Ignoring Economic Risks?

What Recession? Stock Investors Expect the Good Times to Continue
https://www.wsj.com/finance/recession-risks-stocks-investors-e77c11be
S&P 500 is now down just 3.3% for year, reflecting hopes for tariff rollbacks.
 
Investors’ risky bet: they can shrug off the trade war
https://www.economist.com/leaders/2025/04/30/investors-risky-bet-they-can-shrug-off-the-trade-war
The relief they are banking on needs to come fast. 

Related:
These Dividend Stocks Could Insulate Your Portfolio from Tariffs, Recession
https://www.wsj.com/finance/stocks/dividend-stocks-midcap-recession-protection-e6f33c2d
Financial pros say these stocks are somewhat insulated from tariff tumult and fallout from an economic slowdown—and they’re relatively cheap now.