Tariffs Spark Recession Worries. Where to Invest Beyond the Usual Suspects. - Barron's
1. Tariffs are raising inflation concerns, impacting consumer spending. 2. Economic outlook is shaky, suggesting potential recession by 2025. 3. Lam Research noted for high, declining inventory-to-sales ratios. 4. Investors are advised to consider defensive stocks over cyclical ones. 5. Tech stocks face pressure due to high inventory levels.