Stocks in the return of the automatic tariffs

On March 27, 2025, recently manufactured vehicles are parked at the port at Yokaham, south of Tokyo, Japan.

Isei Kato | Reuters

When US President Donald Trump won the 2024 presidential election last November, markets were in a relatively live mood.

Talk about de -deregulation and tax reducing caused consumer mood, while inflation mitigation made investors believe that there will be several decrees of the Fed speed, which increases the stock market.

Now, it seems, there was a sharp turn in expectations. Trump tariff ads and, sometimes, returning to threats, sent markets to the US Mountains.

This happens when investors are concerned about how its retaliation tariffs will affect the broader US economy, which already shows some signs of weakness.

A The ghost of the recession It is planted large as a sword over the stock market. The question is whether the sword really cuts the profit on the market and if so?

– Lim Hui Jie

What do you need to know today

Xi China Meet with Global Performers
Chinese President Xi Jinping on Friday
met with global executives And he started the case for investments in the country, as Beijing focuses on the enterprises against the background of escalation of trade tensions with the United States. XI stressed that China was a safe and stable place for foreign companies. “Investing money in China is to invest in tomorrow,” he said in a mandarin translated into CNBC.

China looks to deepen the connection with Central Asia against the background of trading tensions
Escalation of a trade war with the US Beijing’s movements to further expand their connections According to Central Asia analysts, as the state -supported firms seek to replace imports to the US and redirect exports. China has established itself as a leading trading partner and the main foreign investor of five Central Asian countries, namely: Kazakhstan, Kyrgyzstan, Tajikistan, Turkmenistan and Uzbekistan.

ASIA AUTO stocks fall on the second day in a row
Shares of large automakers asia On the second day, when investors continue to weigh new tariffs for automatic, Trump. Japanese automakers Toyota and Honda They decreased by 4.53% and 4.88% respectively. NissanMexico has three plants, decreased by 3.9%. Kia Motors South Korea having Production Plant in Mexicotraded by 2.66% below, and Hyundai Motor decreased by 3.53%.

Australia is calling for a general election on May 3
Friday Prime Minister Anthony Albonez Named the National Election May 3Starting a five -week campaign in the election day, when the government in the center requires the second three -year period. The Laborist Party Albonez received the majority in the last federal elections in 2022, ending with nine years of the Liberal-National Coalition rules, but polls are currently indicating that the Labor Party is currently running the neck and neck with a conservative liberal coalition.

Trump threatens “much larger” tariffs on the EU and Canada
Trump threatened to impose “much larger” tariffs In the European Union and Canada, when they work together to combat trading tariffs. “If the European Union works with Canada to inflict economic damage to the United States, large -scale tariffs, much larger than the planned now, they will be placed on both to protect the best friend who has had anything in each of these two countries,” Trump said in social social security update Thursday.

Ga see the losses to the back
All three major US stock indexes have fallen On Thursday, when investors weighed the latest tariff news from Trump, including new tariffs aimed at foreign automakers. A Dow Jones Industrial Medium decreased by 0.37%and S&P 500 decreased by 0.33% and Nasdaq Composite 0.53%slid. The stock of several automakers refused after Trump announced 25% tariffs On “all machines that are not made in the US” will come into force on April 2. General Motors distracted back over 7% Freod slid almost 4%. In Asia, Markets also mostly retreatedwith Japan Nikkei 225 Loss of more than 2%.

(Pro) Purchase Nvidia – this “particularly attractive opportunity”,
Have an end in sight by Nvidia ‘The latest rough patch, and it means that it may now be possible to buy artificial intelligence, the Bank of America reports. The firm has a stock purchase rating and a $ 200 target price, which means almost 76% up from the closure of the Wednesday.

And finally …

Openai CEO Sam Altman speaks at a panel discussion at the Berlin Technical University on February 7, 2025.

John McDugal | AFP | Gets the image

Source link