Trade Alerts – Income Portfolio
We are making several changes to the Income Portfolio today
As the US first-quarter earnings season draws to a close, stocks have rallied on easing trade tensions and results that have largely been better than feared/expected. However, companies across the US, Europe and China are pulling their forecasts for the year or providing gloomy outlooks, citing rising costs, weak consumer sentiment and a lack of business confidence as a result of President Donald Trump’s worldwide trade offensive – they’re laying the foundations for a tough 2nd half of 2025, while hopefully hoping to overdeliver if things turn out not too badly.
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