The recent tariff announcements have been shaking up market sentiment across equities. Here's what traders should be watching: when protectionist policies hit the table, large-cap tech typically takes the early hit, but volatility creates opportunities. The broad market (SPX), tech-heavy indices (NDX), and mid-cap growth (IWF) often move in sync during macro uncertainty. Smart portfolio builders are looking at the dislocation—identifying which sectors benefit from tariff dynamics while hedging the downside. The key isn't predicting policy perfectly, it's positioning for multiple scenarios. Market dislocations born from policy shifts often precede significant repricing across asset classes. Keep an eye on earnings revisions and supply chain adjustments; they'll tell you where real money is flowing.