'Relatively Certain' U.S. Tariffs Will Go Up, Medley Global Says

The video discusses the impact of tariffs on global markets, highlighting underperformance in stocks with high exposure to China. It examines the yield curve inversion as an economic signal and the potential effects on the US consumer. The discussion also covers trade policy shifts, including production diversion from China and potential retaliation measures.

Which sectors are likely to underperform due to tariffs on China?

• Consumer goods and services

• Healthcare and utilities

• Energy and financials

• Technology and materials

What does the negative turn of the three-month and ten-year spread indicate?

• Increased consumer spending

• Global economic tensions

• A strong U.S. economy

• Stable interest rates

How are U.S. consumers expected to be affected by the new round of tariffs?

• They will receive government subsidies

• They will see no change

• They will face higher costs

• They will benefit from lower prices

What is one potential response from China to the U.S. tariffs?

• Investing more in U.S. companies

• Retaliating with their own tariffs

• Reducing tariffs on U.S. goods

• Increasing imports from the U.S.

What is a possible consequence of the trade policies diverting production from China?

• Decreased global trade

• Increased production costs

• Higher employment in China

• Lower tariffs on Chinese goods