Tom Lauricella

Chief Markets Editor at Morningstar

I am no longer using Twitter thanks to Elon. You can find me here: https://t.co/6J0nh6TGdQ

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Articles

Volatility Reigns as Stocks Fall Sharply After Tariff Pause Rally

1 week ago | morningstar.com | Sarah Hansen |Tom Lauricella

Financial markets continued to post wide swings on Thursday, with stocks falling back sharply in a partial reversal of Wednesday’s massive rally. The Morningstar US Market Index closed 3.5% lower, as did the S&P 500 benchmark index. The tech-heavy Nasdaq closed 4.3% lower. Thursday’s losses follow a dramatic rally on Wednesday, sparked by President Donald Trump’s turnabout on trade policy.
Why March’s Good Inflation News Won’t Last, Thanks to Tariffs

2 weeks ago | morningstar.com | Tom Lauricella

The March Consumer Price Index showed inflation coming in softer than expected, in large part due to lower gas prices. However, President Donald Trump’s tariffs will gradually feed their way through to the economy and lead to higher inflation, even with the pause announced Wednesday. The Bureau of Labor Statistics reported that the CPI fell 0.1% month over month in March after rising 0.2% in February.
How bad could sustained tariffs on China be for Apple stock?

2 weeks ago | morningstar.com.au | Tom Lauricella

This article was updated to account for President Donald Trump’s latest change in his tariffs. Morningstar Rating: ★★★★Fair Value Estimate: $200.00Morningstar Uncertainty Rating: MediumEconomic Moat: WideOne of the most widely held US stocks from one of the world’s best known-companies is squarely in the crosshairs of the US-China tariff battle: Apple AAPL.
How Bad Could Sustained Tariffs Be for Apple Stock?

2 weeks ago | morningstar.com | Tom Lauricella

This article was updated to account for President Donald Trump’s latest change in his tariffs. One of the most widely held US stocks from one of the world’s best known-companies is squarely in the crosshairs of the US-China tariff battle: Apple AAPL. With the firm making a significant portion of its products in China, Vietnam, and India, its margins and profits are especially vulnerable to the tariffs imposed by President Donald Trump.
This is what real market uncertainty looks like

2 weeks ago | morningstar.com.au | Tom Lauricella

A week ago, you could read market pundits opining that “Liberation Day” would end the uncertainty that had pressured the stock market since President Donald Trump’s inauguration. Some predicted a “sell the rumor, buy the fact” trade once his plans were clear. Wrong. There is more uncertainty than ever. The result is damage to portfolios on a historic scale.
Voici à quoi ressemble la véritable incertitude du marché

2 weeks ago | morningstar.fr | Tom Lauricella

À moins que les guerres commerciales de Trump ne soient rapidement interrompues, les investisseurs n’ont pas besoin de regarder loin en arrière pour voir à quel point cette perturbation de l’économie mondiale pourrait être importante et durable. Il suffit de penser à la façon dont l’impact de la crise financière mondiale de 2008 a pu être ressenti sous la forme de taux d’intérêt bas pendant bien plus d’une décennie, jusqu’à la poussée d’inflation qui a suivi la pandémie de covid-19.
Así es la verdadera incertidumbre del mercado

2 weeks ago | morningstar.es | Tom Lauricella

A menos que las guerras comerciales de Trump se cancelen rápidamente, los inversores no tienen que mirar muy atrás para ver lo grande y duradera que podría ser esta perturbación de la economía mundial. Basta con pensar en cómo el impacto de la crisis financiera mundial de 2008 se dejó sentir en forma de bajos tipos de interés durante más de una década, hasta el repunte de la inflación que siguió a la pandemia del covid-19.
Quali effetti ha l’incertezza del mercato?

2 weeks ago | morningstar.it | Tom Lauricella

A meno che Trump non faccia rapidamente un passo indietro nella sua idea di portare avanti una guerra commerciale, gli investitori non devono guardare molto indietro per vedere quanto grande e duratura potrebbe essere questa perturbazione dell’economia globale. Basti pensare a come l’impatto della crisi finanziaria globale del 2008 si sia fatto sentire sotto forma di bassi tassi d’interesse per oltre un decennio, fino all’impennata dell’inflazione seguita alla pandemia di covid 19.
Quali effetti ha l’incertezza sui mercati?

2 weeks ago | morningstar.it | Tom Lauricella

A meno che Trump non faccia rapidamente un passo indietro nella sua idea di portare avanti una guerra commerciale, gli investitori non devono guardare molto indietro per vedere quanto grande e duratura potrebbe essere questa perturbazione dell’economia globale. Basti pensare a come l’impatto della crisi finanziaria globale del 2008 si sia fatto sentire sotto forma di bassi tassi d’interesse per oltre un decennio, fino all’impennata dell’inflazione seguita alla pandemia di covid 19.
4 Defensive, Undervalued Moat Stocks with Limited Tariff Exposure

2 weeks ago | morningstar.com | Tom Lauricella

With stocks collapsing amid President Donald Trump’s trade war, it can be difficult for even long-term investors to take the plunge and hit “Buy.” That’s especially the case with the extreme levels of uncertainty about tariffs imposed across the globe. But a focus on valuations and companies with strong competitive advantages can open opportunities for investors with a careful eye for risk.