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Hey everyone! Sam here (AKA @SamSolid57 on X)
I drop into your inbox a few times a week, breaking down the biggest stories in finance and the moves that matter most.
Let’s get into it
EU Retaliation Tariffs
EU retaliation tariff headlines are back in focus, reviving trade risk just as markets were trying to stabilize. The concern is not immediate demand destruction, but second-order effects on supply chains and margins, especially in globally exposed names.
Industrials and multinationals with European exposure tend to feel this pressure first when tariff narratives resurface.
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Credit Card APR Caps Begin January 20
The credit card APR cap starting January 20 has quickly become a front-and-center risk for financials. Even if temporary or revised, the policy raises real questions around margin compression and reduced credit availability.
Stocks tied to consumer lending and payments such as $SOFI, $AXP, $COF, $SYF, and $NU are reacting to headline risk before any actual policy math is finalized.
Software Feels the Risk-Off Rotation
Software is once again acting as the release valve in a risk-off tape. Duration-heavy growth names are being sold to de-risk portfolios amid policy uncertainty and macro noise.
High-multiple software and data platforms like $SNOW, $MDB, $CRM, $ADBE, and $DDOG are seeing pressure as investors rotate toward perceived safety and liquidity.
Thanks for reading! Catch you in the next one!
For more updates throughout the week, follow @WOLF_Financial and @SamSolid57 on X.
