I think the Trump stock market rally will end because of Trump. In particular, stocks will suffer (eventually) because of Trump's tariffs. The president-elect has pledged to impose 10% to 20% tariffs on all imports into the U.S. and wants tariffs of between 60% and 100% on all Chinese imports.

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U.S. equity futures edged lower Tuesday, while Treasury yields and the dollar resumed their recent march north, as investors hit pause on the post-election rally amid early concerns over the fate of U.