Intelligent investor: where to invest in the second quarter, Trump prices and the economy, and what is the next

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Highlights this week:

Weekly market update: stocks lose 1.6% while Trump prices are again priced on the market

Should investors be more concerned with shares?

Prospects for semiconductor stocks: AI boom against a slowdown economy

What Trump’s trade wars could mean for the global economy and markets

To what extent is exceptionalism sustainable for us?

The stock market ranked in the price that Buzz saw this week, because a rebound on Monday was more than erased by the end of the exchanges on Friday. The worst sales technology actions, which have slipped TK%, and the actions of the communication services, which lost around 2%. Overall, shares have lost TK% for the week.

By taking a step back, in some respects, the actions have not really suffered a lot of success. The market is roughly where it was six months ago, and the actions are still up compared to a year ago. But should investors be more worried? Sarah Hansen takes a look.

The sale of the week occurs when the dominant history continues to be the impact of President Donald Trump’s commercial wars on American and global economies. His announcement Wednesday evening on 25% of samples from cars and imported parts added concerns about prospects. Automobile actions have dropped, although many investors could have been surprised to see General Motors drop on Thursday, until you consider how complicated the automotive supply chain is. Tesla, with its range of cars entirely made in the United States, was the exception. However, Morningstar’s Tesla analyst Tesla Seth Goldstein says that the company will probably not be completely unscathed.

Investors are increasingly concerned about damage that unleashed commercial wars in the past two months will inflict on the world economy. In the United States, consumer confidence slips and the concerns of inflation increase. Last week brought the first unexpected reading to inflation in several months, and it was before the impact of prices. In Canada, economists warn against mass layoffs and recession. Oh, and apparently consumers even spend less in yoga pants.

It’s a lot to follow. Valerio Baselli gives an overview of the gloom of the rally on economic prospects. And the columnist Larry Swedroe poses a key question on the diversification of the portfolio: for 17 years, American actions have outperformed. Is that time over?

Where are we going from here? David Sekera, chief strategist of the American market in Morningstar, has its quarterly perspectives, and it offers a surprising vision of the place where investors should look for opportunities. Read his report here.

Finally, I spoke with Brian Colallo, who covers the actions of semiconductors for Morningstar, on the prospects of this key industry. Given the economic backdrop, an important consideration is whether the historically cyclical industry will be more isolated from any slowdown thanks to the Boom of AI. Read what Colde has to say.

As always, be sure to visit our market page for our last coverage and our live updates on the stock markets, as well as our weekly calendar of upcoming key data and events.