Liberation Day Fallout | Nucleus Investment Insights

Written by Damien Klassen | April 2, 2025

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, looked at what we know about Trump’s new tariffs, what they mean for the stock market and our thoughts on the market effect.

Agenda:

Higher prices, supply shock
One round or multi-round: Beggar thy neighbour, escalating tariffs
Cross-fire: US & China trying to increase manufacturing, rest of the world squashed
Exclusions: Copper semis, pharmaceuticals, lumber
China: worst affected
Mar-a-lago Accord: matches “blueprint”
Economies and markets

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