Balance, Not Complacency

The July 8th tariff deadlines came and went without consequence. As expected, pauses were extended by another month to August. So, at the end of July, we face the same circumstances we did on June 30th. Of course, the White House did announce some "deals" following the July pause. Agreements were reached with Japan and … Continue reading Balance, Not Complacency →

Markets Retaliate on Tariffs

What a difference a day makes. Just one day after BCM's Q2 Update, we got a major global shock from the White House. The timing of President Trump's tariff announcement was not a surprise, but it was worse than anyone expected. Although we have more questions than answers, we'll walk through what these developments could … Continue reading Markets Retaliate on Tariffs →