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To get much personalized concern strategies, join us for our adjacent "Fast Money" Live lawsuit connected Thursday, June 5, astatine the Nasdaq successful Times Square.
Over President Donald Trump's archetypal 100 days, the S&P 500 mislaid much than 7% portion the tech-heavy Nasdaq Composite dropped 11%.
On a assemblage basis, consumer staples is the biggest gainer successful that clip period, up 5%. Consumer discretionary mislaid the astir value, disconnected 13%.
We asked the "Fast Money" traders to stock which marketplace areas should spot the astir committedness — and problems — implicit the adjacent 100 days.
No. 1: Karen Finerman
Most promise: Big headdress pharma. She's bullish due to the fact that the radical is "way oversold," and it's mostly retired of the tariff crossfire.
Most problems: Container space. It's apt seeing benefits close present from a large propulsion guardant successful demand. If the tariff combat takes a portion to get resolved, expect to spot less containers and a simplification successful afloat containers overall, making for a "very bittersweet income statement."
No. 2: Tim Seymour
Most promise: Semiconductors and planetary investing. In the lawsuit of semis, they're the "ultimate cyclicals" and should beryllium a buying accidental built disconnected of beaten-down valuations. He predicts proviso and request dynamics volition "rage again" successful the year's 2nd half.
Seymour is besides bullish connected planetary investing. His sanction for it: MIGA, an acronym for "Make International Great Again."
He highlights Germany's DAX scale outperforming the S&P 500 since precocious November. According to Seymour, it's a commercialized that should inactive enactment implicit astatine slightest the adjacent 100 days due to the fact that tariffs are some a wake-up telephone and tailwind.
He lists comparative valuation attractiveness and "Magnificent Seven" exhaustion among different cardinal upside drivers.
The Mag 7 index, which is comprised of Apple, Nvidia, Meta Platforms, Amazon, Alphabet, Microsoft and Tesla, is down astir 16% implicit President Trump's archetypal 100 days.
Most problems: Companies exposed to user recognition and discretionary spending. Seymour expects U.S. consumers to tighten their belts owed to precocious prices and a deteriorating jobs market.
No. 3: Dan Nathan
Most promise: "Cash volition beryllium king."
Nathan sees small working. He notes antiaircraft groups including utilities, user staples and U.S. Treasurys, which historically payment during economical distress, volition yet slump. According to Nathan, the headwinds produced by a tariff-induced recession volition punish them.
Most problems: Planes, trains and automobiles. His basal lawsuit script is simply a "protracted commercialized war" with China and perchance different cardinal nations that volition choke demand. Nathan advises consumers to "fasten their seatbelts for unexpected turbulence and bumps successful the road.
No. 4: Guy Adami
Most promise: Retail. Most problems: Retail.
He thinks retail is successful an unusual spot. According to Adami, there's "no mode to crippled this out, but they seemingly person the astir astatine stake."
He told "Fast Money" connected Tuesday that the unemployment complaint volition apt astonishment to the upside.
"When you person an system that's predicated connected radical having jobs and feeling bully astir things... that becomes problematic," Adami told viewers. "I deliberation the marketplace is inactive a small costly here."
Disclosure: Tim Seymour runs the Amplify CWP International Enhanced Dividend Income ETF.
English (US) ·