Uncertainty is one of the few constants on Wall Street these days, as markets weigh the helter-skelter combination of deteriorating consumer sentiment; Trump’s pressure on the Fed; on-again, off-again tariffs; persistent inflation; rising unemployment; and the promise of a multitrillion-dollar tax cut. Meanwhile, policy confusion over Trump’s broader economic vision—or lack thereof—has deepened an atmosphere of angst and instability that’s caused investors to rotate out of U.S. equities and in to opportunities abroad.
Where’s My Gary Cohn?
