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What 150 years of stock-market data says about performance during high-tariff eras - MarketWatch

1. High tariffs can coexist with stock market gains, historically evidenced. 2. Stocks averaged 5.1% return despite elevated tariffs from 1875 to 2024. 3. Low-risk companies may outperform during high-tariff environments. 4. Current S&P 500 has dropped 5% this year, influenced by tariffs. 5. Tariff policies today have greater opportunity costs due to global trade.

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FAQ

Why Bullish?

Despite current tariffs, historical data shows stock resilience, including S&P 500. This aligns with past S&P trends during tariff surges.

How important is it?

The discussion on tariffs and stock performance ties directly to macroeconomic conditions affecting S&P 500 valuations.

Why Long Term?

The historical resilience of stocks during high-tariff periods suggests long-term stability for S&P 500.

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