'Market Madness': High Stakes, Big Moves, and Buzzer Beaters

March 3, 2025

Watch the replay HERE

We're watching several ticking clocks, starting with the expiration of the tariff pause on Mexico and Canada on March 4, the same day President Trump will address a joint session of Congress. Then, brace yourself for March 14, when government funding runs out, potentially leading to a dramatic shutdown unless Congress strikes a deal. And don't forget, a wave of broader tariffs could come as early as April 1. Meanwhile, the unresolved issues of reconciliation (one or two bills) and the debt ceiling add to the suspense.

We dive into how these high-stakes issues might unfold as deadlines loom, with a spotlight on their economic and market impact. With increased tariffs potentially on the horizon, a trio of Raymond James sector analysts will reveal how the sectors and businesses they cover could be affected. Raymond James CIO Larry Adam hosts several guest speakers including:

• Ed Mills, Managing Director, Washington Policy Analyst 

• Tracey Manzi, Senior Investment Strategist Matt Barry, Senior Investment Strategist

• Olivia Tong, Managing Director, Equity Research, Beauty/Household Products

• Mitch Ingles, Senior Research Associate, Equity Research, Specialty Retail

• Rick Patel, Managing Director, Equity Research, Global Brands and Digital Commerce

• Frank Louthan, Managing Director, Equity Research, Telecommunications Services

We also play some Investment Strategy Bracketology, pitting major market indices against each other as we enter the ‘season of madness’ to highlight the importance of asset allocation!