The Market Doesn't Care What You Think

The stock market isn't concerned with being politically correct or appeasing those in power. It's driven by real people making real decisions with real money—betting on the outlook for earnings growth, stability, inflation, taxation, and the rule of law.

- Matthew Matthee

Predictability in the environment is critical to well-functioning markets. Right now, the market is sending a clear message about what US President Donald Trump is doing. His approach to trade—particularly the ongoing tariff battles and disruption of the Federal workforce—is creating massive uncertainty. Markets don't like uncertainty.