Tariff Turmoil
First Week with Walter Todd

Tariff Turmoil

February 3, 2025

It has been a busy day, week, and month for the markets! Walter sits down for another First Week video to fill you in.

While the tariffs in Mexico have been delayed until March, the impact of the increased tariffs on China and the new Canadian tariffs are still impacting the economy, from the Federal Reserve’s decision to car manufacturer earnings calls.

In this month’s video:

  • Tariff Reactions: How does the market respond to tariffs?
  • Interest Rates: The Federal Reserve held steady last week, and the potential for increased tariffs could further delay potential rate cuts.
  • Earnings Season:  While initial results have been strong, concerns over tariffs have surfaced, especially in companies heavily reliant on imports from Mexico and Canada, such as automakers and beverage companies.

Greenwood Capital is an SEC-registered investment advisory firm. This material has been prepared for information purposes only, is not intended to provide, and should not be relied on solely for tax, legal, or accounting advice. Subtitles are automatically generated.

Related Posts

The Difference a Month Makes First Week with Walter Todd
The Difference a Month Makes
First Week with Walter Todd

The Difference a Month Makes May 1, 2026“The market’s reaction over the past 30 days has been dramatically different than what we saw earlier in the year, and a lot of that comes down to fundamentals reasserting themselves.”The US Economy seems to be as variable as...

Resilience or Complacency? First Week with Walter Todd
Resilience or Complacency?
First Week with Walter Todd

Resilience or Complacency? April 1, 2026 Oil prices surged, rate cuts disappeared, but we still ended Q1 in better shape than many expected. But are the markets resilient...or just complacent? In this week's First Look video, Walter Todd outlines how markets have...

Iran Conflict Whiplashes Markets First Week with Walter Todd
Iran Conflict Whiplashes Markets
First Week with Walter Todd

Iran Conflict Whiplashes Markets March 2, 2026 After a sharp “flight to safety” Sunday night, markets recovered much of the move by Monday afternoon. Walter Todd unpacks what changed and what risks remain as geopolitical shifts, private credit concerns, and weakening...