Cocktail Investing

This week resident mixologists, Chris Versace, Chief Investment Office and Lenore Hawkins, Chief Macro Strategist focus on the two key issues driving the stock market as we enter the second half of 2Q 2108. With the March quarter earnings season winding down, trade and the Fed have once again taken center stage in a big way, reigniting investor worries.   As Chris and Lenore discuss, they see the bluster emanating from the White House and President Trump’s Twitter feed over new potential import tariffs on auto and cancelling the June 12 meeting North Koreaas the latest negotiating tactics in the Trump playbook. Pretty much it’s Trump: The Art of the Dealon the accelerating escalator and it’s bringing rising uncertainty back into the market. As we discuss on the podcast it’s likely to be a long road to overhauling trade with China and nuclear disarmament North Korea.   Turning to the Fed, it’s latest FOMC meeting minutesall but guarantee a June rate hike, and the market is already anticipating another in Sep