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⏲️ Why The Trump Tariffs Are on Hold
Plus, how small caps might provide compelling value, and more
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It’s Friday! Trump’s delay on Mexico tariffs offers a brief reprieve, but trade tensions with Canada and the looming April 2 deadline keep uncertainty high. Here’s what’s at stake — and how investors should prepare. Also, learn how some small caps could provide extra punch.
—Josh Enomoto
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MARKET RECAP
Yesterday: Stocks fell Thursday as weak guidance from Marvell and ongoing trade policy uncertainty weighed on sentiment, dragging tech stocks lower. Bond yields were mixed, while investors evaluated labor market data and sector rotations for signs of shifting market leadership.
On Our Radar: After poring over the jobs report, analysts’ focus will next turn to Wednesday’s release of the CPI. In the corporate financial realm, software giant Oracle will release its earnings results on Monday.
TOP STORY
Trump’s tariff pause on Mexico eases immediate pressure, but the risk of escalating trade disputes remains as Canadian tariffs stay intact.
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FIVE ZINGERS
Treasure Hunt: Cathie Wood-led Ark Invest made notable acquisitions recently. Discover the securities the fund picked up on steep discount.
Price Cut: Needham analyst John Todaro maintained a Buy rating on CompoSecure but lowered the price target from $16 to $15. Read what inspired the nuanced assessment.
Pink Elephant: Wedbush's Dan Ives placed Tesla on the investment firm's Best Ideas List. Learn why the analyst is excited about the EV maker's disruptive power.
Big Jump: After struggling recently, Broadcom shares popped sharply higher following strong Q1 results. Uncover how the results could affect other AI-related enterprises.
Dark Times: Billionaire investor Ray Dalio has warned about the U.S. breaching a critical threshold. Here's why the nation is already in a "civil war."
ONE FOR THE ROAD
Amid an especially volatile start to 2025, small-cap stocks have struggled. Are they now a buy at depressed valuations?
Russell 2000: The Russell 2000, as reflected by the iShares Russell 2000 ETF (IWM), has dropped nearly 15% since December 2024. This constitutes a market correction.
The Trump Administration has embraced domestic and foreign policies that Former Treasury Secretary Larry Summers labels as inflationary. Higher prices could lead to higher interest rates, which disproportionately affect smaller companies with floating-rate debt.
The Russell index contains 2,000 companies with an average market cap of around $1 billion. Higher-weighted components are likely to have outperformed the rest of the index and are not necessarily representative of the entire Russell 2000. Still, they provide a glimpse into how investors are valuing small-cap companies.
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