'It's Just Not Done': Why Trump Firing Powell Could Rock U.S. Financial Markets
Express News | ECB: The Governing Council Today Decided to Lower the Three Key ECB Interest Rates by 25 Basis Points
Trump Lashes Out at Powell, Says 'Termination Cannot Come Fast Enough'
US Morning News Call | Powell Warns Tariffs May Cause Inflation and Growth Challenges
Wall Street is facing a disastrous duet: "stirring up trouble" Trump, "indifferent" Powell.
① The current Wall Street traders seem to have a tough job: on one hand, they need to deal with the constantly "stirring the pot" Trump, while on the other hand, there is Powell, who is unwilling to bow to the White House and remains indifferent to market turbulence; ② The negative impact of such a "duet combination" on the financial markets was undoubtedly evident last night.
U.S. Retail Sales Surge to 26-month High as Buyers Rush to Avoid Tariff-related Price Hikes
Express News | US Retail Sales (MoM) (Mar) 1.4% Vs 1.3% Est.; 0.2% Prior
US Morning News Call | China Open to U.S. Trade Talks with Conditions
The U.S. stock market is turbulent; are the zero-day Options to blame?
Zero-day Options highlight that the VIX Index has underestimated the turmoil in the US stock market caused by tariffs.
US Morning News Call | Trump Weighs Short-Term Tariff Exemptions for Autos
The U.S. stock market has seen a "death cross"! But this time, the market might welcome a V-shaped reversal?
As the USA stock market faces a sell-off due to tariff issues, the emergence of the "death cross" technical pattern again raises concerns in the market. However, Historical Data indicates that this alarming technical signal does not necessarily mean that the stock market will face a more significant decline.
US Stock Futures Dip After S&P 500 Rally; Earnings Season in Focus
U.S. stocks closed: Technology Industry tariffs postponed, the three major Indexes rose collectively, and Chinese concept stocks surged.
① Large technology stocks showed mixed performance, with Apple increasing by 2.21%; ② China Concept Stocks generally rose, with the Nasdaq China Golden Dragon Index increasing by 3.23%; ③ NVIDIA: is striving to produce AI supercomputers entirely in the USA.
US Morning News Call | Trump Exempts Smartphones and Computers From Reciprocal Tariffs
This week's financial outlook: Under the shadow of tariffs, the earnings report season for the USA stock market kicks off, and significant retail data from the USA is coming.
In the coming week, any latest news regarding tariffs will continue to be the focus of the market. Additionally, the quarterly financial reports of various USA companies will also be a key focus for investors. In terms of economic data, investors will closely watch the March monthly retail sales data update scheduled for release on Wednesday.
Trump Says 'NOBODY Is Getting off the Hook' on Tariffs
A major Bullish expectation has fallen through? Trump has changed his stance again: no exceptions for tariffs! Electronic products still face tariffs.
① Trump stated on Social Media that there are no "exceptions" for tariffs, and electronic products are still subject to a 20% tariff while the focus on the National Security tariff investigation will still be on Semiconductors and the supply chain of electronic products. ② USA Trade Representative Jamison Greer mentioned that last week's exemption executive order for electronic products is not a true tariff exception, but rather shifts the electronic products supply chain from the Global tariff system to the National Security tariff system.
A historic week has passed, with both the US stock market and Bitcoin rising in the end, but the market has completely changed!
The volatility of US stocks has rarely exceeded that of Emerging Markets and Bitcoin, while US Treasuries, which have always been regarded as safe Assets, have experienced severe fluctuations, prompting investors to begin questioning the wisdom of holding USA Assets. UBS Group believes that once the Global risk-free interest rates fluctuate, it means that all markets will be disrupted. Analyst Ed Al-Hussainy pointedly stated, "I'm not really worried about a recession; I'm worried about a financial crisis."
March US Producer Price Index, Core PPI Both Decline Unexpectedly, Year-Over-Year Rates Slow
US Morning News Call | China Raises Tariffs on U.S. Goods to 125%