by Madison Mills and Seana Smith
Yahoo! Finance
Uncertainty surrounding President Donald Trump’s policies, particularly tariffs and fiscal measures, could create significant challenges for US corporate earnings in the coming quarters.
BlackRock lead portfolio manager on the Global Tactical Asset Allocation (GTAA) team, Tom Becker, believes that while the Trump administration’s policies themselves are uncertain, it is the lack of clarity that is the main issue.
“I mean, in terms of how we’re positioned, we think US inflation is going to stay sticky and high,” Becker says to Catalysts hosts Madison Mills and Seana Smith.