😑 Why The Economy Could Go Lukewarm

Plus, how to profit from REITs, and more

March 27, 2025

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Happy Thursday! S&P Global recently remarked that the U.S. economy could be on pace for a conspicuous slowdown this year. Still, there's some positives to be had — and investors can prep ahead of time. Also, learn how to leverage REITs during this period of economic uncertainty.

—Josh Enomoto

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MARKET RECAP

Yesterday: Stocks fell Wednesday as tech weakness weighed on markets, with renewed tariff concerns and pressure on semiconductor shares dragging the Nasdaq lower. Bond yields rose following stronger-than-expected durable goods orders, while investors positioned ahead of Friday’s key PCE inflation report. Markets now turn to inflation data and Fed commentary to assess the near-term policy path.

On Our Radar: After reviewing initial jobless claims, analysts will immediately turn to pending home sales data, coming up in one hour. On the earnings front, Lululemon Athletica will disclose its results after the bell today.

TOP STORY

For investors hoping for good tidings this year, S&P Global poured cold water on such prospects, forecasting a slowdown.

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FIVE ZINGERS

Strategic Exit: Dollar Tree announced that it sold its Family Dollar unit. Read why investors were seemingly relieved at the disclosure.

Red Flag: Ferrari shares stumbled on Wednesday following a White House announcement of new tariffs on automobile imports. Learn more about the implications of this news.

Fast Lane: While Tesla struggles with an unforced error by being aggressively political, other EV makers are taking advantage. Here's a list of competitors that could rise.

Chasing Dogs: Petco released its Q4 results on Wednesday, missing expectations on both the top and bottom lines. Still, read why investors were encouraged with business developments.

Reality Check: Finance guru Suze Orman poured cold water on focusing solely on home ownership as part of a retirement plan. Discover her guidance on building for the future.

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Stock market direction

Editor’s Note: Every week, Tim Melvin releases Alpha Buying, a report detailing the insider buying that, unlike most, is actually worth paying attention to. Here’s a sneak peek at the report:

The best description for the current market conditions is that this is a market of high uncertainty.

We have the Trump administration with tariffs, and people are stunningly surprised that he is using tariffs as a tool to:

A: Raise revenue, and…

B: Shape global trade policy. He just spent three years telling you that was what he was going to do if he got back into the White House. And he’s doing exactly what he said he was going to do.

Now, he has been somewhat uneven in his approach. There have been some flip-flopping, on-again, off-again approaches from the Trump administration.

But the course on tariffs remains, for the most part, true.

Where the uncertainty comes in is that we don’t know how this plays out. There’s a lot of people walking around out there with very confident opinions of what’s going to happen and how it’s going to happen, when it’s going to happen.

Those people should probably be punched in the face because we’re in uncharted territory.

We have done this type of widespread tariff behavior before, but in that case, it led to a global depression and World War II.

Now, I don’t necessarily think all of the same ingredients are present that were there when we implemented widespread tariffs on all of our trading partners under the Smoot-Hawley Act back in the 1930s.

However, how this plays out remains unclear.

What the implications of Donald Trump’s trade policy, and let’s be frank, trade war, are long-term is very much a major unknown.

Put it together with all of the layoffs and cuts and everything going on under DOGE (the Department of Government Efficiency), and you can see where businesses would be a little bit uncertain.

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