Trump’s tariff identifies stocks, leaving a red trail

US President Donald Trump came as the liberation of the country and went. What exactly his commercial plans were liberated in the world? Leadership of the global economic and financial system? The king’s seat is the dollar on the throne? Friendly relations with commercial partners and political allies?

Of course, this is all speculation. The tariffs of definitions, regardless of 25 % duty on cars, have not yet launched. Trump’s global tariff will become 10 % on April 5, while the “mutual” tariff rate – is calculated using an unconventional formula, to be moderate, on the basis of commercial deficit in the goods – April 9.

Despite the horror expressed by economists, market strategy and executives (the private sectors), Trump may be right in the American economy, more specifically, its manufacturing industry can be activated, after a period of pain. “The markets will flourish,” said the White House.

But at the present time, the only (unwindled) topics in “liberating” Trump are the investors, who have been released from the repressive weight of their shares returns. Then the investors fled to the safety of the bonds, before shaking more “mutations” of the market.

Trump is said to be open to tariff talks
US President Donald Trump said it would be Open to tariff conversations with other provinces If they presented something huge, according to a Reuters report. Peter Navarro, Trump Assistant, told CNBC less than an hour ago that the comprehensive definitions are “not negotiations”. Separately, CNC CEO told CNBC that he spoke with the executives of the largest companies in America, and they think Definitions “Big mistake“

The bloodbath for us stocks
The shares in the United States fell on Thursday. the S & P 500 4.84 % sank Dow Jon’s industrial average 3.98 % decreased. It has been the largest decrease in indexes since June 2020. Nasdak 5.97 % has decreased from its worst session since March 2020. Standard 10 years of treasury The return fell to 4 % as investors turned into bonds in their search for safety. Asia and Pacific markets on Friday sank. Japan Nikki 225 More than 3 % decreased, causing losses in the region, while Australia S & P/ASX 200 2.44 % decreased in a correction area.

Tryns in the missing market by Mag 7
Great seven shares collectively It lost about $ 1.03 trillion in the maximum marketAccording to the CNBC analysis of Thursday session. As a whole, the amazing CNBC index fell more than 6 % on trading day. apple The stocks were BruisesMore than 9 % decreased, more severe in 5 years. Apple The official list of suppliers It includes a large extent to countries that are not affected by Trump’s definitions.

Standardizing the angle?
Trump’s tariff plan will slow down and may increase prices, which makes The recession threat “Real”, Lindsay Rosner, Goldman Sachs The head of the fixed -based income said. Jpmorgan Economists likely believe Trump’s commercial policies. ” Paying the United States and the global economy to recession this year“The American Federal Reserve will face an unimaginable position Choose between anti -inflation and growth enhancement – Or simply avoid the battle and leave the events take its path without interference.

The South Korean court holds accountable
The Constitutional Court in South Korea on Friday supported President Yoon Sok Yol is isolatedHe expelled him from his position. The decision now begins to count a 60 -day countdown, during which presidential elections must be held to choose the next president. Meanwhile, Prime Minister Han Dac Soo was Repeated as a prosecutor After a decision of the Constitutional Court on March 24.

(Pro) Friday jobs report may be a “nail in the coffin”
After absorbing the tariff news for this week from the White House, investors are preparing to report on Friday, which may only provide little good news, even if it is better than expected. If the job numbers are weak, it may be. “A nail in the coffin for the American economy“Strategic market books.

China’s response to the new definitions is likely to focus more on motivation and building trade relations

Hours after US President Donald Trump announced an additional 34 % tariff for China, the Chinese Ministry of Trade called on the United States to cancel the definitions, and pledged unlimited counter -standards.

However, as was the case, the closing line of the Chinese statement was a call to negotiate.

“I think the concentration of China’s response in the short term will not be revenge definitions or such measures,” said Bruce Bang, Associate Professor of Cuhk Business College. This is according to the translation of CNBC for the Chinese language statement.

Instead, Pang expects China to focus on improving its economy by diversifying export destinations and products, as well as doubling its priority in promoting local consumption.