Investors are having a tough time discerning what they should expect on a go forward basis,
Rising investor concerns over the impact of tariffs on U.S. growth is spilling over into Asian equities,
These will aid to counter a potential drop off in tariff-sensitive exports from the ongoing trade war,
Trade uncertainty is the main driver of market concerns but once we get more clarity, consumers and businesses may adjust, and the impact could be less severe than feared,
What started with a decline in expensive tech stocks … has given way to a broad-based equity sell-off as the looming threat of extended trade wars and softer economic data stoked fears of recession,
Also, as the banks are cyclical stocks that are highly correlated with the overall economic outlook, a deterioration in US economic conditions resulting in more than expected number of rate cuts would affect their share price performance from margin compression,
Trump’s tariff policies continue to have a destabilizing effect on markets, with investors left guessing as to which measures will either be added or walked back next,
The only thing that makes sense is for Canada to become our cherished Fifty First State. This would make all Tariffs, and everything else, totally disappear.”
For years, the US has been the undisputed leader of global markets, fuelled by aggressive fiscal spending, tech dominance, and a strong consumer,
The U.S. growth outlook continues to deteriorate," putting increased attention on the release of the consumer price index (CPI) later in the day, "which could be a significant source of volatility",
A higher-than-expected reading could fuel the stagflation narrative while a weaker-than-expected print could cement recession fears,
Trade uncertainty persists and therefore so does market volatility,
If harming China's interests is what the US wants, China will take resolute countermeasures. If the US truly wants to solve the issue, then the right thing to do is to consult with China on the basis of equality, mutual respect and mutual benefit to address each other's concerns,
The threat of a recession is real,
At the start of 2025, a trend emerged of capital outflows from the US stock market while funds flowed into China's A-share and H-share markets,
If the US' policies were to comprehensively target more countries, they would have a greater destructive impact on the world,
While the panic button hasn’t been hit just yet, market sentiment remains fragile as Wall Street’s once-bullish bets are being tempered by escalating fears that aggressive tariffs and sweeping government spending cuts could derail US growth,
When push comes to shove, Europe gets its act together and cracks on with structural changes: in sum, this is a sentiment and confidence shift and outright currency-positive,
Economic uncertainty and recession fears have intensified, partly driven by Trump's weekend comments about the economy being in "a period of transition" and his reluctance to rule out a recession,
These tariffs could potentially elevate prices and complicate efforts to reduce interest rates,