Consumers are concerned about the economy. The White House is different

A day without great introductory developments from the administration of US President Donald Trump is, for the markets, a day of cautious optimism (or at least what passes in the name of “optimism” in these extraordinary times). There was a room for breathing on Monday for markets to make initial moves up, especially after the news, late on Friday, except for the last minute of electronics from the so -called mutual definitions.

White House officials are still making their tours on the main news channels to preach the feeling of Trump’s economic policy. The last thing that this did is the director of the National Economic Council, Kevin Haysit, who said, at Fox, on Monday that the country “does not reach 100 %” in the recession this year.

Consumers do not share this faith. The Federal Reserve, which was conducted in March and released on Monday, is the latest in a series of consumer surveys that show morale on the decline in the economy. Any gains in the market, then, can only continue to the tariff that does not revolve around it and cause economic damage, despite the attempts of White House officials to reassure on the last front.

American markets made initial gains
American stocks rose on MondayWith the help of a slight recovery in technology names in news exempting tariffs for electronic goods. the S & P 500 0.79 %, and Dow Jon’s industrial average Follow 0.78 % and Nasdak Advanced 0.64 %. Regional Europe Stoxx 600 index 2.69 % has been added. Novo Nordsk 3.7 % increased after a competitor Vizar It eliminated development From pregnancy pills, the daily experimental loss of liver injury in one patient.

Hasait says no chance of stagnation
The director of the US National Economic Council, Kevin Haysit, said on Monday that “more than 10 countries” have made “very good and surprising offers” to the United States as well. He said There was There is no opportunity at all That the United States will witness a recession in 2025. The Federal Reserve Survey in New York showed on the same day – but it was conducted before April 2 – Consumer concerns in March grows On inflation, unemployment and the stock market.

Volatility from zero options
Zero options from day to day Partially to blame wild fluctuations in the stock market recently. The options of zero day, contracts that expire on the same day that are traded, increased by 23 % in the trading volume from the beginning of the year to April. Jpmorgan Data. “We find that 0dte (+1DTE) had an effective role in leading more fluctuations in the day, MaxWell Grinacoff, UBSThe head of the stock derivative research said in a note.

“Transient” inflation from definitions
The ruler of the Federal Reserve, Christopher Waller, said on Monday that he expected the effects of Trump’s tariffs to be “transient”. The Federal Reserve used the last of this term to describe the high inflation in 2021, which, as we know, has not yet receded to its 2 % goal. Waller said: “But just because he did not succeed once, it does not mean that you should never think this way again,” adding that The federal reserve can reduce rates if inflation rises again.

Nvidia to build a super computer in us
Nafidia The two said that he is planning to produce up to up to up to 500 billion dollars of artificial intelligence infrastructure in the United States Throughout the next four years. Its Blackwell Ai chips began its production in Phoenix in the semiconductor factories in Taiwan, the chips maker books In a blog post. NVIDIA also builds manufacturing factories in Texas to produce Super AI – the first time

(Professional) “Preparing to deceive” customs duties: Morgan Stanley
Despite the recent privileges of the definitions by Trump, Morgan Stanley Investors warned against not leaving their guard. “Investors must prepare for It is deceived several times“Strategic experts at the company, led by Matthew Horbach, said in a memorandum of clients entitled” He deceives me once, shame on you. He deceives me twice, shame on me. “

Trump’s tariff will not lead supply chains to the United States-Companies will go to low globe: CNBC scanning

If China will lose some manufacturing as a result of Trump’s definitions, the American manufacturing sector will not be the main beneficiary, according to a new survey of the supply chain in CNBC. The Trump administration says that the re -preparation boom will come, but most companies tell CNBC that the costs can reach twice the supply chains, and instead, a new search for low systems will start all over the world.

Nearly three quarters of the poll (74 %) said that the cost was the highest reason for saying that they would not reproduce, followed by the challenge of finding skilled workers (21 %). The Trump administration has promised the tax cuts of companies that are re -manufacturing, but the survey found that taxes are less in the cost classification that affects decision -making at the manufacturing site.