Tariffs, Trade Wars & ETF Chaos—What’s Next for Markets?

In this episode of Exchange Traded Fridays, the etf.com editorial team breaks down the winners and losers from the trade war, the unexpected ETF sectors leading the way, and whether fears of stagflation are justified.

The latest round of Trump tariffs just hit, and the market reaction has been anything but predictable. Tech ETFs are stumbling, European defense stocks are surging, and investors are scrambling to figure out what it all means.

Plus, we take a step back to review the best and worst-performing ETFs of the year so far—some of the names will surprise you.