This is the Way the Market Moves: Tariffs, Taxes, and Tech Giants!

The Price of Beskar (and Stocks)

The market's been jumpin' around more than a Jawa scrap heap lately. This week we saw the S & P 500 climb faster than the Razor Crest trying to outrun a pack of angry Mandalorians after I kinda misplaced a tracker beacon. Seems like everyone got a boost after the U.S. and China decided to play nice for 90 days and slash some tariffs. But let's not get ahead of ourselves. This is the way... it starts. But will it last? Eh feels like a trap. I've seen more stable situations inside a Sarlaac pit.

Credits and Consequences

Some fella named Anthony Saglimbene from Ameriprise Financial is saying we need 'continued positive headlines on trade' to keep this thing afloat. Translation: hope's not a strategy even if you got a helmet made of beskar. These stocks are “not cheap again” and I might have to use my Amban sniper rifle to get a deal. And this Peter Boockvar guy from Bleakley Financial Group is throwing shade doesn't think it'll last. Says the world has changed. Maybe he should try walking around with a green child see how much the world changes then.

The Magnificent Seven (and Their Shiny Profits)

Turns out a handful of Big Tech companies are hoarding more credits than the Hutts. Nvidia and Tesla are up bigger than the rancor I fought in the arena. Meta and Microsoft are doing alright. Even Amazon is cashing in. Seems like everyone's thinking things are gonna go back to normal whatever 'normal' is after the Empire fell and I found a green kid. But I have a bad feeling about this... like when I accidentally stepped in a pile of bantha poodoo.

Bear Traps and Beskar Armor

This Sam Stovall fella at CFRA Research is getting all historical on us. Says bear markets like to trick people. Big drop little bounce then BAM! Right back down. Says we should be careful about getting too optimistic. I know all about being careful. It's kinda my whole thing. Being a Mandalorian is basically a masterclass in paranoia. I've seen more volatile situations on Tatooine during podracing season.

The Consumer: More Vulnerable Than a Jawa in a Sandstorm

This tariff business isn't just messing with stocks. It's pinching the average consumer. Home Depot and Target are gonna tell us how bad it is and how high they're gonna hike prices. Walmart already warned about it. Like they're doing us a favor. This reminds me when I had to trade that guy a handful of credits and a mudhorn egg for a ride. And this is the way retail works. Always a price.

Taxes: The Empire Strikes Back (Again)

So these House Republicans are trying to push through some tax cuts. Which sounds great... until you realize it could add more to the deficit than a bounty hunter's bar tab. Some guy Eric Johnston from Cantor Fitzgerald is worried about it. The 10 year Treasury note yield is creeping up and that could spook investors. I gotta say trying to understand taxes is more complicated than explaining the Mandalorian Creed to a bunch of Jawas. I have spoken.