No. of Recommendations: 11
It’s impossible to say what cockamamie news will swing the market.
Right now, no significant changes. However, that may change very soon.
Shipments from Asia to the US, via ship, are starting to be massively reduced. In another posting, it was pointed out berths at US ports are reporting virtually ZERO scheduled ships to be unloaded starting about mid-May. THAT is what will "tip it all over", IMO. It is one thing for items to be *available*, but at higher prices. When there is NOTHING TO BUY because nothing is available, THAT is the definition of a real economic panic amongst the shopping public.
I don't see changes until THAT happens. *When* it happens (not IF), the changes in policy will be too late. The stock market will crash. There is no "fast fix" to that problem and you can bet the fault will be laid on the "Unitary President"--who will disavow it so fast black holes will wonder how he did it....