Liberation Day – April 2nd: Markets on Edge
In this latest 9 TO 5 Live episode, François Savary and Mark Williams explore the growing risks surrounding the April 2nd tariff announcements from President Trump — a potential turning point for global markets.
🔍 Key Topics:
- Tariffs could create a lose-lose scenario for the economy
- Reducing equity exposure is a tricky issue in this environment
- Gold is rising, reflecting growing risk aversion
- Preference for defensive sectors (pharma and financials) over tech
- The Fed’s inability to cut rates puts further pressure on equities
- Stagflation risk is becoming more evident in the data
- Portfolio diversification is essential in the face of uncertainty
As volatility rises, cautious, well-informed investment strategies are more important than ever.
For more insights, visit Mark’s YouTube channel and follow the latest discussions.
