#70: Tariffic News! Markets Cheer the Ceasefire, but is It Built to Last?

In this episode of Blue Chip NOW!, hosts Daniel Dusina, CFA®, Matt Mondoux, CFA®, CMT, CFP®, and Dan Seder, CFA®, CMT, CFP® dive deep into the evolving dynamics of global trade and investor sentiment. Kicking things off with a reflection on a news-filled Mother’s Day weekend, they unpack the latest developments in U.S.–China tariff negotiations. With a 90-day tariff exemption window opening up between the nations, the conversation turns to how this temporary truce is impacting investor psychology, market sentiment, and near-term economic outlooks. The team reflects on how investor optimism has been bolstered not by confirmed policy changes but by hopeful signals, and why that matters. 

The second half of the show turns its focus to the behavioral finance factors shaping investment decisions right now—loss aversion, recency bias, and fear of missing out. They explore why investors tend to act irrationally during volatile periods and how even long-term strategic allocations are being tested. Discussions also include technical indicators like the 200-day moving average, the seasonality of market returns, and how blending fundamental and technical analysis is critical in times of uncertainty. The episode wraps with lighthearted reflections on personal stories, market metaphors, and a surprise papal connection to baseball history. 
 

"The market rally has been driven on hope, and certainly for any Andor fans out there—hope, you know, rebellions are built on hope—but this is no rebellion. This is just plain and simple economics." - Daniel Dusina 
 

"Sentiment has made a drastic turnaround—meaning how investors feel about the market looks a lot different in just a few short weeks." .css-j9qmi7{display:-webkit-box;display:-webkit-flex;display:-ms-flexbox;display:flex;-webkit-flex-direction:row;-ms-flex-direction:row;flex-direction:row;font-weight:700;margin-bottom:1rem;margin-top:2.8rem;width:100%;-webkit-box-pack:start;-ms-flex-pack:start;-webkit-justify-content:start;justify-content:start;padding-left:5rem;}@media only screen and (max-width: 599px){.css-j9qmi7{padding-left:0;-webkit-box-pack:center;-ms-flex-pack:center;-webkit-justify-content:center;justify-content:center;}}.css-j9qmi7 svg{fill:#27292D;}.css-j9qmi7 .eagfbvw0{-webkit-align-items:center;-webkit-box-align:center;-ms-flex-align:center;align-items:center;color:#27292D;}