DeepSeek, tariffs and US exceptionalism: Uncertainty runs wild

Update: 2025-03-13

Description

In this edition of Tactical Take, Jack Janasiewicz and Brian Hess discuss the impact of DeepSeek on US tech and global markets.

Comments

In Channel

Employment, inflation, and AI: Looking back on 2025

2025-11-2519:40

Q3 2025 Update: Gateway Funds

2025-11-1039:52

Q3 2025 Update: Vaughan Nelson Mid Cap Fund

2025-11-0413:06

Q3 2025 Update: Vaughan Nelson Small Cap Fund

2025-10-3108:21

Q3 2025 Update: Loomis Sayles Full Discretion Funds

2025-10-3122:37

Q3 2025 Update: Vaughan Nelson Select Fund

2025-10-3014:02

Stocks rally as AI and Fed rate cuts drive optimism

2025-10-2921:08

Q3 2025 Update: Loomis Sayles Strategic Alpha Fund

2025-10-2821:06

Q3 2025 Update: Mirova Global Megatrends Fund

2025-10-2726:12

Q3 2025 Update: Loomis Sayles Global Allocation Fund

2025-10-2723:27

Q3 2025 Update: Loomis Sayles Core Plus Bond Fund

2025-10-2726:00

Stocks get stronger while labor market gets weaker. What’s next?

2025-09-2223:49

Labor market slows as tech drives US economic growth

2025-08-2227:11

Five institutional investment trends – midyear 2025

2025-08-1510:14

US dollar weakness and tariff impact surprises

2025-07-1123:36

Same old song and dance: Slower growth, inflation & tariffs

2025-06-1219:22

4 megatrends that could impact investment returns

2025-06-1015:18

Tariff rollbacks and economic slowdown: What lies ahead?

2025-05-2121:28

Recession threat? How tariffs are shaping economic outlook

2025-04-2120:32

DeepSeek, tariffs and US exceptionalism: Uncertainty runs wild

2025-03-1322:13

00:00

DeepSeek, tariffs and US exceptionalism: Uncertainty runs wild

Natixis Investment Managers

#box-pro-ellipsis-176608412913686{-webkit-line-clamp:2;}DeepSeek, tariffs and US exceptionalism: Uncertainty runs wild

DeepSeek, tariffs and US exceptionalism: Uncertainty runs wild

Natixis Investment Managers

DeepSeek, tariffs and US exceptionalism: Uncertainty runs wild