{"id":14345,"date":"2025-04-30T04:50:01","date_gmt":"2025-04-30T04:50:01","guid":{"rendered":"https:\/\/finderica.com\/?p=14345"},"modified":"2025-04-30T04:50:01","modified_gmt":"2025-04-30T04:50:01","slug":"trump-tariffs-100-days-market-promise-and-problems-fast-money-list","status":"publish","type":"post","link":"https:\/\/finderica.com\/?p=14345","title":{"rendered":"Trump tariffs 100 days market promise and problems: Fast Money list"},"content":{"rendered":"<div id=\"NewsShowArticle-ArticleBody-6\" data-module=\"ArticleBody\" data-test=\"articleBody-2\" data-analytics=\"NewsShowArticle-articleBody-6-2\"><span class=\"HighlightShare-hidden\" style=\"top:0;left:0\"><\/span><\/p>\n<div class=\"group\">\n<div class=\"ArticleBody-blockquote\">\n<p><em>To get more personalized investment strategies, <\/em><a href=\"https:\/\/www.cnbcevents.com\/fast-money-live-june-2025\/\" target=\"_blank\" rel=\"noopener\"><em>join us<\/em><\/a><em> for our next &#8220;Fast Money&#8221; Live event on Thursday, June 5, at the Nasdaq in Times Square.<\/em><\/p>\n<\/div>\n<p>Over President Donald Trump&#8217;s first 100 days, the <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"NewsShowArticle-QuoteInBody-2\">S&amp;P 500<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/span><\/span> lost more than 7% while the tech-heavy <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"NewsShowArticle-QuoteInBody-3\">Nasdaq Composite<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/span><\/span> dropped 11%.<\/p>\n<p>On a sector basis, <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"NewsShowArticle-QuoteInBody-4\">consumer staples<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/span><\/span> is the biggest gainer in that time period, up 5%<span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"NewsShowArticle-QuoteInBody-5\">. Consumer discretionary<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/span><\/span> lost the most value, off 13%.<\/p>\n<p>We asked the &#8220;Fast Money&#8221; traders to share which market areas should see the most promise \u2014 and problems \u2014 over the next 100 days.<\/p>\n<p><strong>No. 1: Karen Finerman<\/strong><\/p>\n<p>Most promise: Big cap pharma. She&#8217;s bullish because the group is &#8220;way oversold,&#8221; and it&#8217;s largely out of the tariff crossfire.<\/p>\n<p>Most problems: Container space. It&#8217;s likely seeing benefits right now from a big pull forward in demand. If the tariff fight takes a while to get resolved, expect to see fewer containers and a reduction in full containers overall, making for a &#8220;very sad income statement.&#8221;<\/p>\n<\/div>\n<div class=\"InlineImage-imageEmbed InlineImage-inlineInfographic\" id=\"ArticleBody-InlineImage-108132848\" data-test=\"InlineImage\">\n<div class=\"InlineImage-wrapper\">\n<div class=\"InlineImage-imagePlaceholder\" style=\"padding-bottom:56.17977528089888%\">\n<div><button class=\"InlineImage-closeEnlargedImage\"><svg width=\"20\" height=\"20\" viewbox=\"0 0 20 20\" fill=\"#002F6C\" aria-labelledby=\"title desc\" role=\"img\" focusable=\"false\" data-analytic-id=\"expand-icon\" class=\"InlineImage-background\"><title>Zoom In Icon<\/title><desc>Arrows pointing outwards<\/desc><circle cx=\"10\" cy=\"10\" r=\"10\" fill=\"white\" stroke=\"#002F6C\"><\/circle><path d=\"M9.20185 10.7982C8.96049 10.5568 8.57037 10.5568 8.32901 10.7982L5.67901 13.4482V11.2346C5.67901 10.8938 5.40308 10.6173 5.06173 10.6173C4.72037 10.6173 4.44444 10.8938 4.44444 11.2346V14.9383C4.44444 15.279 4.72037 15.5556 5.06173 15.5556H8.76543C9.10679 15.5556 9.38271 15.279 9.38271 14.9383C9.38271 14.5975 9.10679 14.321 8.76543 14.321H6.55185L9.20185 11.671C9.44321 11.4296 9.44321 11.0395 9.20185 10.7982ZM14.9383 4.44446H11.2346C10.8932 4.44446 10.6173 4.721 10.6173 5.06174C10.6173 5.40248 10.8932 5.67903 11.2346 5.67903H13.4481L10.7981 8.32903C10.5568 8.57038 10.5568 8.96051 10.7981 9.20187C10.9185 9.32224 11.0765 9.38273 11.2346 9.38273C11.3926 9.38273 11.5506 9.32224 11.671 9.20187L14.321 6.55187V8.76545C14.321 9.10619 14.5969 9.38273 14.9383 9.38273C15.2796 9.38273 15.5556 9.10619 15.5556 8.76545V5.06174C15.5556 4.721 15.2796 4.44446 14.9383 4.44446Z\"><\/path><\/svg><\/button><\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"group\">\n<p><strong>No. 2: Tim Seymour<\/strong><\/p>\n<p>Most promise: Semiconductors and international investing. In the case of semis, they&#8217;re the &#8220;ultimate cyclicals&#8221; and should be a buying opportunity built off of beaten-down valuations. He predicts supply and demand dynamics will &#8220;rage again&#8221; in the year&#8217;s second half.<\/p>\n<p>Seymour is also bullish on international investing. His name for it: MIGA, an acronym for &#8220;Make International Great Again.&#8221;<\/p>\n<p>He highlights Germany&#8217;s <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"NewsShowArticle-QuoteInBody-7\">DAX<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/span><\/span> index outperforming the S&amp;P 500 since late November. According to Seymour, it&#8217;s a trade that should still work over at least the next 100 days because tariffs are both a wake-up call and tailwind.<\/p>\n<p>He lists relative valuation attractiveness and &#8220;Magnificent Seven&#8221; exhaustion among other key upside drivers.<\/p>\n<p>The Mag 7 index, which is comprised of <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"NewsShowArticle-QuoteInBody-9\">Apple<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/span><\/span>, <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"NewsShowArticle-QuoteInBody-10\">Nvidia<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/span><\/span>, <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"NewsShowArticle-QuoteInBody-11\">Meta Platforms<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/span><\/span>, <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"NewsShowArticle-QuoteInBody-12\">Amazon<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/span><\/span>, <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"NewsShowArticle-QuoteInBody-13\">Alphabet<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/span><\/span>, <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"NewsShowArticle-QuoteInBody-14\">Microsoft<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/span><\/span> and <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"NewsShowArticle-QuoteInBody-15\">Tesla,<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/span><\/span> is down almost 16<strong>%<\/strong> over President Trump&#8217;s first 100 days.<\/p>\n<p>Most problems: Companies exposed to consumer credit and discretionary spending. Seymour expects U.S. consumers to tighten their belts due to high prices and a deteriorating jobs market.<\/p>\n<p><strong>No. 3: Dan Nathan<\/strong><\/p>\n<p>Most promise: &#8220;Cash will be king.&#8221;<\/p>\n<p>Nathan sees little working. He notes defensive groups including utilities, consumer staples and <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"NewsShowArticle-QuoteInBody-16\">U.S. Treasurys<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/span><\/span>, which historically benefit during economic distress, will eventually slump. According to Nathan, the headwinds produced by a tariff-induced recession will punish them.<\/p>\n<p>Most problems: Planes, trains and automobiles. His base case scenario is a &#8220;protracted trade war&#8221; with China and possibly other key nations that will choke demand. Nathan advises consumers to &#8220;fasten their seatbelts for unexpected turbulence and bumps in the road.<\/p>\n<p><strong>No. 4: Guy Adami<\/strong><\/p>\n<p>Most promise: <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"NewsShowArticle-QuoteInBody-17\">Retail.<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/span><\/span> Most problems: Retail.<\/p>\n<p>He thinks retail is in an odd spot. According to Adami, there&#8217;s &#8220;no way to game this out, but they seemingly have the most at stake.&#8221;<\/p>\n<p>He told &#8220;Fast Money&#8221; on Tuesday that the unemployment rate will likely surprise to the upside.<\/p>\n<p>&#8220;When you have an economy that&#8217;s predicated on people having jobs and feeling good about things&#8230; that becomes problematic,&#8221; Adami told viewers. &#8220;I think the market is still a little expensive here.&#8221;<\/p>\n<p><em>Disclosure: Tim Seymour runs the <\/em><span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"NewsShowArticle-QuoteInBody-18\"><em>Amplify CWP International Enhanced Dividend Income ETF<\/em><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/span><\/span><em>.<\/em><\/p>\n<p>Disclaimer<\/p>\n<\/div>\n<\/div>\n<p><a href=\"https:\/\/www.cnbc.com\/2025\/04\/29\/trump-tariffs-100-days-market-promise-and-problems-fast-money-list.html\" target=\"_blank\" rel=\"noopener\">Source link <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>To get more personalized investment strategies, join us for our next &#8220;Fast Money&#8221; Live event on Thursday, June 5, at the Nasdaq in Times Square. Over President Donald Trump&#8217;s first 100 days, the S&amp;P 500 lost more than 7% while the tech-heavy Nasdaq Composite dropped 11%. On a sector basis, consumer staples is the biggest<\/p>\n","protected":false},"author":1,"featured_media":14346,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rank_math_lock_modified_date":false,"footnotes":""},"categories":[196],"tags":[276,2787,1529,94,104,390,1288,178,563],"class_list":{"0":"post-14345","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-finance-news","8":"tag-days","9":"tag-fast","10":"tag-list","11":"tag-market","12":"tag-money","13":"tag-problems","14":"tag-promise","15":"tag-tariffs","16":"tag-trump"},"_links":{"self":[{"href":"https:\/\/finderica.com\/index.php?rest_route=\/wp\/v2\/posts\/14345","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/finderica.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/finderica.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/finderica.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/finderica.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=14345"}],"version-history":[{"count":0,"href":"https:\/\/finderica.com\/index.php?rest_route=\/wp\/v2\/posts\/14345\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/finderica.com\/index.php?rest_route=\/wp\/v2\/media\/14346"}],"wp:attachment":[{"href":"https:\/\/finderica.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=14345"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/finderica.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=14345"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/finderica.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=14345"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}