President Donald Trump’s first 100 days are coming up fast. Our financial analysts and traders are deep into an analysis of how these changes are likely to affect the markets. On a recent episode of “Fast Money,” prominent traders Karen Finerman, Tim Seymour, Guy Adami, and Dan Nathan offered their insights into what lies ahead.
Karen Finerman recently predicted that “cash is going to be the king” in the coming months. This declaration is indicative of a wait-and-see attitude during volatile market conditions. The traders believe that investors should prepare for a volatile economic environment, echoing Nathan’s advice to “fasten their seatbelts for unexpected turbulence and bumps in the road.”
Tim Seymour, manager of the Amplify CWP International Enhanced Dividend Income ETF, has a bullish outlook for international investments. He asserts that there is a trade that should remain effective over the next 100 days, driven by tariffs acting as both a wake-up call and a tailwind for certain sectors.
Guy Adami to really underscore how important supply and demand dynamics are. He expects these forces to “rage again” in the second half of the year. Additionally, it’s the consumer staples that have become the surprise leader, rising 5%. Adami expresses confidence in retail as a sector with promise, while he introduces an acronym to encapsulate his outlook: MIGA, which stands for “Make International Great Again.”
Dan Nathan takes a decidedly more negative view of the state of the market. He predicts a “long-term trade war” with China and other marquee trading partners that would stifle demand in supply chains spanning dozens of sectors. Nathan thinks that this environment will produce longer-term headwinds that will increasingly weigh on retail stocks.
These forecasts stem from the run-up in future value we’ve seen reflected in larger indices since Trump’s first 100 days in office. The S&P 500 was down more than 7% and the Nasdaq Composite was down 11%. This background only adds to the sense of urgency for traders as they work to identify risks in the ever-evolving landscape.
Financial practitioners and theorists remain in lively debate. Rootedin champions their vision of flexibility and smart planning to address the challenges of a complicated future. At the same time, investors should be wary as they reevaluate their portfolios and look for new opportunities.
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