Episode Details

Will legal challenges end the trade war?
6/3/2025
Goldman Sachs Exchanges

Key Insights

Bullish:

  • 🟢 $TRADINGPARTNERS - Trading partners may benefit from reduced pressure in negotiations due to uncertainty around tariffs, potentially leading to slower-paced talks without clear deadlines.
    • I would think that you would see a lot of trading partners continue to talk, continue to negotiate, go at a slow pace knowing that maybe there's not really an obvious deadline now to conclude those negotiations.” - Alec (12:37)
  • 🟢 $SMALLERTRADERS - 🔒
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Bearish:

  • 🔻 $TARIFFS - 🔒
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  • 🔻 $FISCALOUTLOOK - 🔒
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