Holly Thompson
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“Sell America” trade winds down
Markets rallied after a 90-day US-China tariff cut boosted sentiment, but the dollar later dipped as soft inflation data fuelled speculation of Fed rate cuts.
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Deal or no deal?
US-China trade talks lifted sentiment, strong US payrolls kept the Fed on hold, and the BoE delivered a hawkish cut. A sharp USD/TWD move raised eyebrows midweek, but the dollar ultimately finished stronger.
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Trade winds shift; US assets cheer
As Trump’s second term kicks off with turbulence, markets are riding a wave of shifting policy signals, trade war tensions, and surprising resilience. From sharp equity rebounds to changing rate expectations, here’s what you need to know about a dramatic start to 2025.
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Markets swing with vibes, rhetoric and hearsay
Markets dipped after Trump said Powell’s “termination cannot come fast enough,” then rebounded as he clarified he wouldn’t fire him. The dollar recovered; PMIs were mixed.
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History in the making
Markets plunged on Trump’s tariff news, then rebounded after a pause was announced. The S&P swung sharply, bonds and oil whipsawed, and the US dollar lost ground to key currencies.
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Devil in the detail
The US tariff announcement on April 2nd caused major market losses, with the S&P 500 and Nasdaq seeing their biggest declines since 2020. Nike and Apple lost heavily due to fears of higher tariffs.