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President Trump’s rumored 90-day tariff pause on all but China was quickly denied, leading US stock indices to slide before closing higher, halting a three-day drop, though uncertainty lingers as over 50 countries await trade talks. President Trump remains defiant, pushing for a trade reset with threats of 104% tariffs on China by Thursday. read report
Global financial markets have been rocked by heightened volatility following President Trump's unexpected announcement of steep global tariffs, sparking fears of a US recession and driving a sharp decline in Treasury yields and the US dollar. read report
It’s being viewed as a watershed historic moment for global trade. The US Liberation Day tariffs have certainly shaken up financial markets in the immediate aftermath. Investors have lost confidence in the US Dollar, which has come under pressure across the board, particularly against the other major currencies which are being seen as attractive alternatives. read report
Financial markets are currently being driven by a combination of geopolitical tensions, central bank policy expectations, and renewed trade uncertainty. Investor sentiment remains cautious as markets await clarity on potential U.S. reciprocal tariffs, which could reignite global trade frictions. read report
Financial markets have settled into a wait-and-see ahead of tomorrow’s highly anticipated update on the details of US tariffs. We have seen some position squaring ahead of the event risk, as some traders look to reduce risk associated with worst case scenarios. read report
Investors have been stunned by US tariff moves in the first quarter of 2025 and risk assets have been paying the price. As we come into the new week, there is a new anticipation around reciprocal tariffs out of the US in response to retaliatory measures from US trading partners. read report
The central focus in financial markets continues to be on impact and fallout from US administration policies. Investors have been trying to find confidence in recent sessions but have yet to succeed in getting past all of the stress around the unpredictability of Trump. read report
An unproductive meeting between the US and China on trade has rattled investors once again. Of course, the market is also back to worrying about the trade outlook overall, this after President Trump signed a proclamation to implement a 25% tariff on auto imports to come into effect April 2. read report
A round of discouraging survey data out of the US on Tuesday has fueled more selling of the US Dollar as the market prices in increased odds for recession. Philly Fed services and consumer confidence polls plunged to post-pandemic lows while consumer expectations faltered on worry over personal finances. read report
The big story in markets this week has been diffused tension around US tariffs on the news that they would be more targeted. Ultimately, this has helped to inspire renewed demand for beaten down stocks and a flow back into risk assets across the board. read report
