July 11, 2025
This analysis, brought to you by Seeking Alpha, offers a look into how markets are reacting to the ongoing trade concerns and the impending earnings reports from prominent U.S. companies. Michael Landsberg, CIO of Landsberg Bennett Private Wealth Management, remarked that despite some market desensitization to tariff headlines, investors are still reacting strongly to negative trade news. The S&P 500, which had been hitting new record highs, took a breather, and key indexes ended lower. The uncertainty surrounding these new tariffs added a layer of volatility to an already jittery market. Trump’s warning that he may extend these tariffs to other trading partners only added to the tension. With earnings season on the horizon, the shift in focus from tariffs to corporate earnings presents a potential turning point.
Key Takeaways:
Despite the heightened uncertainty surrounding President Trump’s tariff threats, which triggered a market pullback, the next few weeks could provide a clearer picture of how trade tensions are affecting U.S. businesses. The shift from tariff news to corporate earnings will likely dictate market sentiment in the coming weeks. As Michael Landsberg of Landsberg Bennett Private Wealth Management noted, volatility may present buying opportunities for investors who have avoided overexposure to cash. With second-quarter earnings reports expected to give insight into the financial health of U.S. companies, this could serve as a crucial period for markets managing the impacts of tariffs and other geopolitical factors.
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