As investors evaluate tariff risks, market volatility has increased, overshadowing the tail end of earnings season. President Trump's delayed threats regarding 25% tariffs on steel and aluminum are set to begin next month, complicating the economic outlook. Despite this, analysts suggest US equities may still have growth potential. Recent earnings from major tech companies like Amazon and Microsoft saw disappointing stock reactions despite meeting or exceeding expectations. Amazon's Q4 profit margin of 37% caused a 4% drop in shares, while Microsoft experienced its worst day since 2022 after reporting positive earnings. Google shares fell over 8% after missing revenue targets. Tom Essaye of Sevens Report Research notes that the market may remain resilient if economic data stays solid; however, a prolonged Fed pause could lead to further troubles. The focus now shifts back to tariffs and economic indicators moving forward.

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