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Consumers disagree with the White House over the economy

On Thursday, March 27, 2025, a buyer on a farmer market in San Francisco, California, USA.

Bloomberg | Bloomberg | Gets the image

A day without major tariff events from the US Presidential Administration, Donald Trump, for markets, a period of careful optimism (or at least that in such unusual times goes as “optimism”). On Monday on Monday, there was a breathing hall to take orienting steps up, especially after the news at the end of Friday’s exceptions last minute for electronics from the so -called mutual tariffs.

The White House representatives still still hold their rounds on large news channels to preach Trump’s economic policy. The last thing to do is the director of the National Economic Council Kevin Joset, who said in Fox Business that the country “100% will fall into the recession this year on Monday.

Consumers do not share this faith. A poll by the federal reserve system conducted in March and released on Monday is the last in a number of consumer surveys that show the mood for the fall of the economy. Any market profits can only last to the fact that the tariff will not work further and cause economic damage, despite attempts by the White House officials to assure the last front.

What do you need to know today

Markets around the world lift
American shares grew on MondayWith the help of a small recovery in the technical names on the news of the release from tariffs for electronic goods. A S&P 500 added 0.79%, Dow Jones Industrial Medium rose by 0.78% and Nasdaq Composite Advanced 0.64%. Asia-Pacific markets were mostly positive on Tuesday. India Nifty 50 More than 2%jumped outdoors. Observers in the market are waiting for marching figures of the country’s inflation later today. The Chinese CSI 300 fell about 0.3% amid UBS, lowering the country’s economic growth forecast in 2025.

Hosset says there is no chance of recession
US National Economic Council Director Kevin Hasset said on Monday that “more than 10” countries have made “very good, strange” trading transaction in the US, he also – Note that was There is no chance at all that the US will test recession in 2025. Consumers’ worries in March grows through inflation, unemployment and stock market.

Volatility with zero day options
Zero-Day-Day-Expiration Partly guilty of wild swings in the stock market recently. Crops Jpmorgan Data. “We find that 0dte (+1dte) play an important role in the management of greater intake UBS“The note states in the leadership of the US derivatives.

Nvidia to build a supercomputer in the US
Nvidia said on Monday, he plans to produce before 500 billion dollars of artificial intelligence infrastructure through its production partnerships over the next four years. Its Blackwell AI chips started manufacturing in Phoenix at Taiwan semi -Functional Plant wrote in a blog message. Nvidia also builds production plants in Texas for the production of AI Super Computers – Nvidia for the first time will make it completely in the US

Package of Semician Support Against Background probe
South Korea on Tuesday announced Support package in 33 trillion won ($ 23.25 billion) for its semiconductor industry. This amount is about a quarter more than 26 trillion. He won last year, according to the press release of the Ministry of Finance, perhaps in response to the US trade policy. The US Department of Trade there is Conducting a National Security Investigation In imports of semiconductor technology and related downstream, according to Notification of the Federal Registry Put on the Internet on Monday.

(Pro) “Get ready for foolishness” on tariffs: Morgan Stanley
Despite the latest concessions to Trump about tariffs, Morgan Stanley They warned investors not to let go of the guard. “Investors should prepare for be cheated many more times“The firm’s strategists, led by Matthew Hornbach, stated in a note client called” Fool me once, ashamed of you. Fool me twice, ashamed of me. “

And finally …

The employee is resting at the plant, producing steel bicycle disks for export to Hangzhou in eastern China’s Zhejiang province on Friday, April 11, 2025.

China’s function Future Edition Gets the image

Trump tariffs will not return the supply chains to our company will go low-content Globes: CNBC survey

If China loses some production as a result of Trump tariffs, the American production sector will not become the main beneficiary, the new CNBC supply chain said. Trump’s administration states that there is a reshuffle of the boom, but most companies reports CNBC that costs can double to return the supply networks, and instead a new search for low -tariff modes around the world will start.

Almost three quarters of the respondents (74%) stated that the cost was the main reason that they would not redo production with the following qualified job search (21%). Trump’s administration has promised to reduce taxes for companies returning production, but the survey found that the taxes lower in the cost of making decisions.

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