Can Investors Keep Counting on the TACO Trade?

1. Concerns over tariffs are modestly impacting stocks, but investor sentiment is optimistic. 2. President Trump continues to pressure trade partners for favorable policies. 3. Analysts see tariffs as a risk to corporate profits in H2 2023. 4. Future consumer price index reports may reveal tariff effects on inflation. 5. The market anticipates potential tariff de-escalation aiding S&P 500 recovery.