How Trump policy is moving markets
Portfolio Pulse from
J.P. Morgan Asset Management global markets strategist Stephanie Aliaga discusses current market dynamics, highlighting policy uncertainty surrounding Trump's potential policies, including tariffs, deficit spending, and the 2025 tax reconciliation bill. The market is experiencing a broadening out phase, with investors seeking diversification and carefully positioning their portfolios.
March 18, 2025 | 11:30 am
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NEUTRAL IMPACT
The broad market ETF could experience fluctuations due to potential policy changes and market repositioning strategies discussed by the strategist.
The SPY ETF represents the broader market and would be directly impacted by policy shifts, tariffs, and potential tax changes discussed in the article.
CONFIDENCE 75
IMPORTANCE 80
RELEVANCE 70