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Smart Investor: Where to Invest in Q2, Trump Tariffs and the Economy, and What's Next for Chip Stocks


Published on 2025-03-29 19:01:06 - Morningstar
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  • Taking a step back, in some ways, stocks haven't really suffered much of a hit. The market is roughly back to where it was six months ago, and equities are still up from a year ago. But should investors be more worried? Sarah Hansen takes a look.

The article from Morningstar discusses the impact of Trump-era tariffs on the U.S. economy and investment strategies for the second quarter. It highlights how these tariffs, particularly those on Chinese goods, have led to increased costs for businesses and consumers, potentially slowing economic growth. Despite this, sectors like technology, especially semiconductor companies, have shown resilience due to strong demand for chips in various applications, from consumer electronics to automotive industries. The piece advises investors to consider sectors less affected by tariffs or those that benefit from domestic production or have the ability to pass on costs. It also suggests looking into companies with strong balance sheets and those that can adapt to trade uncertainties. The article concludes by noting that while the tariffs create uncertainty, they also present opportunities for savvy investors who can navigate the complexities of the current economic landscape.

Read the Full Morningstar Article at:
[ https://www.morningstar.com/markets/smart-investor-where-invest-q2-trump-tariffs-economy-whats-next-chip-stocks ]