Trump’s tariffs are America’s Brexit, says this strategist. These are the trades to make. - MarketWatch
1. S&P 500 gained 8.65%, striking an eight-day winning streak. 2. Economic data may show marked slowing growth in coming months. 3. Trump's tariffs creating inflationary pressure in the U.S. economy. 4. Foreigners shedding U.S. bonds induces pressure on the dollar. 5. BCA advises overweighting European stocks over U.S. equities.