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Saccaro: ‘Next Six Months Look Good’ But Beware Tariff Impacts

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Manage episode 501244019 series 3645668
Content provided by Schwab Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Schwab Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Anthony Saccaro warns that tariff impacts could take up to 6 months to hit the U.S. market, but “overall, things for the next six months look good.” He thinks investors should look beyond the big chip stocks and look for behind-the-scenes beneficiaries of AI to diversify holdings. “The tech sector in general should do really well” if the Fed lowers rates, he adds. On the other hand, he would avoid consumer discretionary.

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Manage episode 501244019 series 3645668
Content provided by Schwab Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Schwab Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Anthony Saccaro warns that tariff impacts could take up to 6 months to hit the U.S. market, but “overall, things for the next six months look good.” He thinks investors should look beyond the big chip stocks and look for behind-the-scenes beneficiaries of AI to diversify holdings. “The tech sector in general should do really well” if the Fed lowers rates, he adds. On the other hand, he would avoid consumer discretionary.

======== Schwab Network ========

Empowering every investor and trader, every market day.

Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe

Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185

Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7

Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch

Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore

Watch on DistroTV - https://www.distro.tv/live/schwab-network/

Follow us on X – https://twitter.com/schwabnetwork

Follow us on Facebook – https://www.facebook.com/schwabnetwork

Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/

About Schwab Network - https://schwabnetwork.com/about

  continue reading

7459 episodes

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