On this episode of “What’s Flowing”, I dive into a document shared with me by an institutional trader analyzing the impact of Trump’s tariffs on the markets. With global trade in focus, we’ll explore how these policies are affecting currencies, commodities, and equities, and what institutional traders are watching closely.
Are tariffs a strategic move for economic leverage, or are they setting the stage for market volatility? I’ll break down what I can from the report, reading between the lines to extract key takeaways for traders and investors.
Stay tuned as we analyze the potential winners and losers in this shifting economic landscape, and what it all means for your portfolio.