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Investing Insights

Market Volatility: Is Your Investment Portfolio Ready for a US-EU Trade Deal?

Investing Insights

Morningstar, Ivanna Hampton, Sarah Hansen

Bonds, Stocks, Analysis, Advice, Trading, Funds, News, Investment, Morningstar, Entrepreneurship, Mutual, Ideas, Etfs, Finance, Investing, Business, Economic, Independent, Christine Benz

4.2539 Ratings

🗓️ 11 July 2025

⏱️ 16 minutes

🧾️ Download transcript

Summary

Plus, 3 European stocks picks that are undervalued today.

Transcript

Click on a timestamp to play from that location

0:00.0

Please stay tuned for important disclosure information at the conclusion of this episode.

0:10.8

Welcome to Investing Insights. I'm your host, Ivana Hampton. Investing Insights is helping investors

0:16.8

navigate market volatility. Morningstar Strategies, and Authors will deliver timely insights,

0:22.5

trends, and tips. These episodes will regularly pop into your podcast feed.

0:27.7

High-stakes negotiations between the U.S. and the European Union could affect your portfolio.

0:33.8

Negotiators are closing in on a preliminary trade deal. The clock is ticking down to President

0:39.2

Trump's August 1st deadline. The EU represents more than two dozen countries and many sectors

0:45.4

whose products flow in and out of the U.S. Joining me is Michael Field. He's a European market

0:51.6

strategist for Morningstar Holland.

0:56.9

Welcome to Investing Insights, Michael.

1:03.6

I should let our audience know that we're recording this episode on July 10th, around 9.30 a.m. Chicago time.

1:06.4

But you're in Amsterdam. What time is it there?

1:10.8

So we're pushing up on 5 p.m. Avana. So we're coming to the end of the day.

1:12.5

So hopefully I've got some good messages for you on the back of that.

1:15.3

I appreciate that and I believe in you.

1:17.9

And thank you for working late today.

1:20.6

So let's jump into our conversation.

1:23.5

President Trump pushed his tariff deadline from July to August.

1:27.8

How are global markets reacting to this uncertainty during this tariff watch?

1:32.9

So it wasn't just pushing the deadline.

1:36.1

If that had just been the case, it might have been kind of a positive reaction.

1:39.9

That's generally a good thing, right?

...

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