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May 9, 2025 17 mins

Dominic Pappalardo, chief multi-asset strategist for Morningstar Investment Management’s Wealth group, discusses how trade talks over tariffs could ripple through the bond market and whether import taxes are the right move for Hollywood movies.

Key Takeaways:

What a Potential Trade Deal Between the US and UK Means for Market Sentiment

What Countries Need to Strike a Trade Deal to Calm Wall Street?

What Persistent High Tariffs and Falling Imports From China Could Mean for the US

How Japan Moving Out of US Treasuries Could Rattle the Bond Market

How Trump’s Tariffs on International Movies Could Affect the Services Sector

How Tariff-Induced Market Volatility Affects the US Dollar’s Strength Globally

Has Market Volatility Made the US a Risky Bet for Stock Investors?

How Investors and Investment Managers Should Handle Market Volatility

What to Watch Before Trump’s 90-Day Tariff Pause Ends

 

Read about topics from this episode.  

9 Charts on Trump’s First 100 Days in the Markets 

6 Charts on How Trump’s Tariffs Have Upended Global Markets 

Q1 GDP Forecast to Show Sharp Slowdown as Imports Surge Ahead of Tariffs 

US-China Trade War Cause Us to Reduce Most US Independent Producers’ Valuations by 2%-13% 

US Treasuries Sell Off as Trade War Calls Haven Status Into Question 

Dollar Hits 3-Year Low Against the Euro in Tariff Turmoil 

May 2025 US Stock Market Outlook: Eye of the Hurricane

 

What to watch from Morningstar. 
Berkshire Hathaway's Annual Meeting Could Reveal Its Future Plans

Retirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg

Market Volatility: Which Investments Will Protect Your Portfolio in a Recession?

Market Volatility: What Lies Ahead in Trump’s Trade War
 

Read what our team is writing:

Dominic Pappalardo

Ivanna Hampton

 

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