Quotes

Retail sales were in-line with expectations last month, while the prior month’s readings were revised higher. The big question out of this report centers around tariffs – and whether consumers were doing their best to front-run potential price hikes as a result of the ongoing trade war, observes Bret Kenwell, US investment analyst at eToro.

Energy Transfer LP (ET) is a favorite among income investors due to its strong yield. And now, thanks to the recent meltdown in the markets, the stock yields nearly 8%, making it even more attractive. But can investors rely on that high yield going forward? Here’s my take, says Marc Lichtenfeld, chief income strategist at Wealthy Retirement.

The March Producer Price Index unexpectedly fell 0.4% on the headline, versus the estimate for a rise of 0.2% (after a one-tenth gain in February, which was revised up by one tenth). But core goods prices, in light of tariffs, are now the key figure to watch, explains Peter Boockvar, editor of The Boock Report.

Last Thursday was not a happy day in the bond market. Neither was it a happy day in the stock market. Why? Trump Tariff Turmoil (TTT) hasn't been significantly reduced by the president’s 90-day postponement of reciprocal tariffs, writes Ed Yardeni, editor of Yardeni QuickTakes.

Friday’s employment report showed the economy added 228,000 jobs in March — beating even the highest estimate on Wall Street. While the unemployment rate crept up from 4.1% to 4.2%, last month’s jobs tally was revised significantly lower. Despite this, investors remain worried about the recent trade-war escalation, highlights Bret Kenwell, US investment analyst at eToro.

First things first. We had a potential SETUP for a tradeable market bottom heading into Tariff Day. But it got blown to pieces when President Trump unveiled a tariff plan that was much more aggressive than Wall Street imagined. So…back to the drawing board there.

It was interesting to be in Tokyo and meeting for lunch this week with a former Japan Ministry of Finance official as new tariffs of 24% on Japan were announced. Meanwhile, BYD Co. Ltd. (BYDDY) shares have been impacted by trade tensions. But they are still up 42% so far in 2025 as the company gains market share at home and abroad, counsels Carl Delfeld, editor of Cabot Explorer.

There were several notable data points and macroeconomic developments since our last review. But for now, there’s no reason to believe there’ll be a challenge that the economy and the markets won’t be able to overcome over time. The long game remains undefeated, and it’s a streak long-term investors can expect to continue, observes Sam Ro, editor of TKer.co.

No, it’s not an April Fool’s Day joke. Stocks reversed after an ugly open yesterday and closed higher (except for the Nasdaq, that is). Unfortunately, we’re giving back some of that ground today. Crude oil is flat along with the dollar, while gold, silver, and Treasuries are a bit higher.

We are launching coverage of Cheniere Energy Inc. (LNG) with a “Buy” rating and a $255 target price. As the first domestic energy company to be approved for LNG exports, Cheniere is well positioned for earnings growth over the next several years, highlights John Staszak, analyst at Argus Research.