Amidst stock market turbulence, the "strongest alpha" emerges! Tariffs cannot suppress the explosive expansion of AI computing power.
Taiwan Semiconductor stated that no changes in customer behavior due to USA tariffs have been observed, and its optimistic expectations contrast sharply with the uncertainties in the global market.
Support Powell? The "third-in-command" of the Federal Reserve stated that there is no necessity to adjust interest rates in the short term!
① The President of the New York Federal Reserve, Williams, believes that there is no need to change the Federal Reserve's interest rate policy in the short term, although Trump's tariffs may increase inflation, weaken economic growth, and raise unemployment rates. ② Williams emphasized that the Federal Reserve needs to ensure that inflation does not continue to rise and to bring inflation back to the target level of 2%.
Powell Indicates Tariffs Could Pose a Challenge for the Fed Between Controlling Inflation and Boosting Growth
Manufacturers Call for Bold Policy Changes as Sector Faces Threats From U.S. Tariffs
More Metal tariffs on the way? Trump orders an investigation into imports of key minerals.
Trump has instructed an investigation to determine whether the import of critical minerals to the USA poses a "threat to National Security," which could lead to tariffs or restrictions on the Industry.
Trump Says U.S. Raking in 'Record Numbers' From Tariffs, Points to Lower Inflation
Regarding the most concerned issues in the market, "tariffs and AI," these two Earnings Reports are crucial, and now half of the answer has been revealed.
In the context of ongoing tariff disputes, the chip Industry is also facing a severe test, and concerns among investors about whether the demand for AI Chips can continue to grow are intensifying.
Has the VIX Peaked? 'Acute Phase' of Selloff in Stocks May Be Done, Says Bespoke.
The demand for bonded warehouses has surged as USA importers are willing to pay high storage fees to avoid tariffs.
To evade the tariffs imposed by the Trump administration, American importers are eagerly looking for a type of warehouse that allows them to store commodities for up to five years without paying duties.
The key to Apple's AI comeback has been revealed: data analysis on the device side makes its debut, 'stealing' the writing style of users.
① Apple plans to enhance its AI platform by analyzing user device data to catch up with competitors; ② The new approach will compare synthetic data with user email samples to improve text features such as notification summaries and writing tools.
Trump's chief economic advisor is adamant: the USA will not go into recession, and more than ten countries have submitted excellent trade agreements!
① Kevin Hassett, Director of the National Economic Council of the White House, stated that more than ten countries have proposed "very good, amazing" trade agreements to the USA, and the USA is considering whether to accept them; ② Hassett also insisted that it is completely impossible for the USA to experience an economic recession by 2025, and pointed out that the recent employment report data in the USA is "really, really good."
Oil Prices Edge up on Hopes of Auto Tariff Relief; US-Iran Talks in Focus
Stock Investors Cheer Tariff Exemptions -- WSJ
Effective Tariff Rate Estimate Pushes the US Back 100 Years
Fed's Waller Sees 'Transitory' Tariff Inflation, Even in Worst Case -- Barrons.com
Fed's Waller Says New Tariff Policy One Of The Biggest Shocks To Affect U.S. Economy In Decade
Fed Governor Waller Sees Tariff Inflation as 'Transitory' in 'Tush Push' Comparison
Short-Term Inflation Expectations Surge. They're Stable for the Long Run. -- Barrons.com
How to "save oneself" under tariffs? It's not just about lowering interest rates; the era of Global "subsidies" is beginning!
① As the reckless tariffs imposed by Trump continue to be the "number one headache" for Global policymakers, countries around the world are taking significant measures to support their national economies and prepare for a potential severe recession... ② A "wave of interest rate cuts" may have completely accelerated globally — the central banks of India, New Zealand, and the Philippines all took the lead in implementing rate cuts last week, and more central banks are expected to follow suit in the coming days.
Streetwise: Stocks Are Volatile. How Bearish Should A Bear Case Be?