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American and Canadian officials have spent the last few hours imposing tariffs on each other—only to roll them back —adding to the absurdity of the tariff situation. The problem is that this tariff charade has real-time consequences and that’s weighing on investor sentiment and pressuring market valuations.
Market volatility is rising as visibility becomes cloudier by the day, any market rebound may not be viable unless there is a form of stability in the White House – but that doesn’t seem to be on the menu du jour.
The US will update its inflation numbers today and tomorrow, and the...

It’s both nothing and everything at the same time that sent the markets to a dark hole on Monday. The stock markets across the globe were heavily hit by the fears that Trump trade and international policies would have a terrible economic and geopolitical fallout in the US and beyond its borders. The recession bets are rising by the day, the companies are giving murkier forecasts due to tariffs, the US’ biggest trading partners respond. The post-election gains in US equities are wiped out, money is flowing into Europe, the Us bonds are in demand, European bonds are sold, the...

Last week was packed with tariff uncertainty and weak economic data. Friday’s jobs figures - the first set of jobs data of the new Trump era so far marked by mass firings at federal agencies - resulted in a weaker-than-expected NFP print, a higher-than-expected unemployment rate and a lower-than-expected participation rate.
This week, the US CPI update will be closely watched. The rising inflation expectations keep the Federal Reserve (Fed) doves on the sidelines but the recession bets are rising and the latest forecasts point at a sharp drop in economic growth in Q1. Soft inflation is needed for the...

Update: Trump just signed the EO for the Strategic Bitcoin Reserve! This was recorded prior to this announcement!

00:00 Intro
00:19 Preview
00:33 Trump Crypto Reserve
03:51 SEC decisions
04:45 Charts
07:42 Subscribe & Good bye

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Donald Trump paused tariffs imposed on Canadian and Mexican imports two days after imposing 25% levies on its biggest trade partners’ products amid sanguine market reaction and resistance from trade partners. Beyond the politicians who refused to surrender, Walmart’s Chinese suppliers reportedly refused to take on a 10% price cut on their products while Europe is looking to replace Elon Musk’s Starlink in Ukraine by a European alternative, the French satellite operator Eutelsat, to make sure not to give the communication capabilities into the hands of a no-ally-anymore. Eutelsat’s stock price gained more than 500% in just a week. The...

US President Donald Trump said that the tariffs that concern the North American car industry will be delayed by a month... a day after he imposed 25% levies on all Mexican and Canadian imports. Global markets welcomed Trump’s move to turn a threat into reality and then roll it back—arguably a better outcome than imposing and sticking to 25% tariffs. However, the uncertainty and lack of seriousness in these decisions will undoubtedly have a sizeable impact on US growth.
The market conditions are getting appetizing for traders that are looking for interesting short-term opportunities, but it’s important to have a...

Trump’s tariffs went live yesterday, sending global markets—including the US indices—tumbling, until rumours of a potential rollback started circulating. High volatility is driving investors toward safe havens like bonds and gold, while the Trump-fueled rally in the US dollar index has already reversed.
The DAX got hit by a hefty 3.50% selloff, the CAC 40 fell 1.85% while the Stoxx 600 tumbled more than 2%, the Japanese Nikkei eased to the lowest levels since September and the major US indices – from big cap, tech-heavy to medium and small cap benchmarks – fell below the levels they were trading at...

Today marks a turning point in Donald Trump’s tariff policy. It is the day the tariff threat will materialize – unless there is a surprise U-turn – and hammer hopes that the aggressive tariff threats were not just a negotiation tactic.
US stocks are sold on expectation that higher tariffs will boost inflation, prevent the Federal Reserve (Fed) from giving the necessary support and slow growth. The European stocks on the other hand are in demand – appetite for defense stocks increasing by the day.
It’s crucial to note that market sentiment is now influenced less by the central bank...

A clash between Trump and Zelensky and UK’s Starmer’s call for a ‘coalition of the willing’ is marking investor sentiment this Monday morning. Oil prices initially rose in early Asian trading amid concerns that the Trump-Zelensky conflict could delay any path to lasting peace. However, selling pressure outweighed geopolitical risk perception, as last Friday’s US economic data fueled concerns about slowing growth—Atlanta Fed's GDPNow tanked to -1.5%!
The EURUSD started the week on a positive note after slipping below its 50-day moving average on Friday. European futures gained on prospects of higher spending that could boost growth.
On the data...

Despite beating both revenue and earnings expectations and the forecasts for the current quarter, Nvidia got beaten by the market. The share price tanked 8.50% in yesterday’s post-earnings session and pulled the broader technology sector down with it.
New tariff talk from Donald Trump weighed on the sentiment, as well, sending the US dollar higher, the European indices lower with the exception of European defense stocks some of which traded at all-time high levels.
On the data front, the US GDP data confirmed yesterday that the US grew 2.3% in Q4, as expected, but the price pressures were stronger than...