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Level Up - Mark Tepper
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Markets React to Tariffs, Risk Off Trading, and Sector Rotation

Mark Tepper joined Mornings with Maria to break down market reaction to new tariff announcements and rising geopolitical tension. He explains why the day’s trading reflects a clear risk off environment, with money rotating out of AI and crypto stocks and into gold and more cyclical sectors. Tepper also discusses what sector leadership in energy, materials, and industrials may signal about economic strength. The conversation highlights how investors should think about volatility, rotation, and positioning during uncertain market conditions.

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Markets, Tariffs, and AI Spending

Mark Tepper joined Mornings with Maria on Fox Business to share his perspective on market leadership, bank earnings, tariffs on AI chips, and why investors are starting to scrutinize capital spending more closely. Tepper explains how consumer resilience, sector rotation, and geopolitical risks are shaping today’s economic landscape. He also discusses why energy, industrials, and materials are leading early in the year and what that signals for investors looking ahead.

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Inflation, Fed Rate Cuts, AI Stocks, and Consumer Strength

Mark Tepper joined Varney & Co. to break down the latest inflation data, why the Federal Reserve is unlikely to cut rates anytime soon, and what stubbornly high prices mean for markets. He explains why stocks can continue to rally even with inflation near 3%, how AI productivity is reshaping employment, and why the consumer remains more resilient than many investors expect. Tepper also weighs in on bank earnings, credit card interest rate caps, Tesla’s shift toward recurring software revenue, and why select consumer and technology stocks still offer opportunity.

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We are the source in the financial world that journalists trust.

Leaders across the financial news spectrum—from CNBC to Fox Business to Yahoo Finance—turn to Mark Tepper and the experts at Strategic Wealth Partners for savvy insights on market changes, legislation, retirement planning, and more. Watch how Mark and the team from SWP share their knowledge live, on air.

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Wealth Resources

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