A Supreme Court rejection, a rushed 10% global tariff, and a potential $175-billion refund mess are creating something investors hate most... uncertainty.
If American “liberals” were running the shop, like Elizabeth Warren, she’d terrify Wall Street for a month or two. But she’d lay all the rules out, and consistency and predictability would have them marching to the new direction. Chaotic markets are worse than recession markets.
The Dems should have been out telling people that there would be economic turmoil coming out of COVID.
You are so correct on your assessment of how markets and business reacts. The major issue for rump is he has given or secured for himself all that money taken in. How can he return what he stole?
I think the bigger issue isn’t “returning money”... it’s whether any of this ever becomes real policy in the first place.
Markets and businesses operate on contracts, laws, and enforceable rules. Political announcements don’t automatically translate into economic reality. If tariffs don’t clear the legal and legislative hurdles, then the revenue projections people talk about simply never materialize.
That’s why investors are staying relatively calm right now.
They’ve seen this movie before.
Noise is free. Policy is hard.
The moment something concrete actually hits balance sheets, you’ll see markets react instantly.
Until then, money moves on probability... not rhetoric.
Did you notice TSX, NASDAQ, DOW, and S&P 500 all closed higher today? Markets are learning to ignore him. He MUST pass all these new 122 - 10% Tariffs through Congress or they can be struck down too. No quick-action Sharpie is going to get this enacted. He said 3 days. We'll see.
You’re seeing exactly what markets do when headlines run ahead of reality.
Investors price probability, not political promises.
Tariffs at that scale aren’t just a press conference... they run into legal authority limits, congressional pushback, industry lawsuits, and global retaliation risk. Traders know that. So they’re dialing down the panic until something concrete actually happens.
In plain English...
Markets aren’t ignoring him.
They’re waiting to see if anything real survives the process.
If sweeping tariffs actually land, markets will react fast.
If they don’t, this turns into noise... and money moves on.
If American “liberals” were running the shop, like Elizabeth Warren, she’d terrify Wall Street for a month or two. But she’d lay all the rules out, and consistency and predictability would have them marching to the new direction. Chaotic markets are worse than recession markets.
The Dems should have been out telling people that there would be economic turmoil coming out of COVID.
There’s a lot of truth in what you’re saying Steve.
Markets can handle almost anything... higher taxes, tighter regulation, even recessions... as long as the rules are clear and stable.
What they struggle with is unpredictability. When policy direction changes week-to-week, capital freezes because nobody can model risk properly.
Consistency lowers fear. Chaos raises it.
And you’re right about the COVID transition too.
Coming out of a global shutdown with supply chains broken, labour shortages, and stimulus flooding the system, some turbulence was inevitable.
Setting expectations early would have helped people understand what was coming instead of reacting emotionally to every data point.
The irony is that markets often recover faster under tough but predictable policy than under friendly but uncertain policy.
Investors don’t need perfect conditions.
They need knowable conditions.
You are so correct on your assessment of how markets and business reacts. The major issue for rump is he has given or secured for himself all that money taken in. How can he return what he stole?
I think the bigger issue isn’t “returning money”... it’s whether any of this ever becomes real policy in the first place.
Markets and businesses operate on contracts, laws, and enforceable rules. Political announcements don’t automatically translate into economic reality. If tariffs don’t clear the legal and legislative hurdles, then the revenue projections people talk about simply never materialize.
That’s why investors are staying relatively calm right now.
They’ve seen this movie before.
Noise is free. Policy is hard.
The moment something concrete actually hits balance sheets, you’ll see markets react instantly.
Until then, money moves on probability... not rhetoric.
Well said
Did you notice TSX, NASDAQ, DOW, and S&P 500 all closed higher today? Markets are learning to ignore him. He MUST pass all these new 122 - 10% Tariffs through Congress or they can be struck down too. No quick-action Sharpie is going to get this enacted. He said 3 days. We'll see.
Here's hoping... 😵
You’re seeing exactly what markets do when headlines run ahead of reality.
Investors price probability, not political promises.
Tariffs at that scale aren’t just a press conference... they run into legal authority limits, congressional pushback, industry lawsuits, and global retaliation risk. Traders know that. So they’re dialing down the panic until something concrete actually happens.
In plain English...
Markets aren’t ignoring him.
They’re waiting to see if anything real survives the process.
If sweeping tariffs actually land, markets will react fast.
If they don’t, this turns into noise... and money moves on.
We’ll find out soon enough.