Quotes
For years, the US has been the undisputed leader of global markets, fuelled by aggressive fiscal spending, tech dominance, and a strong consumer,
said Charu Chanana, chief investment strategist at Saxo markets
The U.S. growth outlook continues to deteriorate," putting increased attention on the release of the consumer price index (CPI) later in the day, "which could be a significant source of volatility",
Rodda said
A higher-than-expected reading could fuel the stagflation narrative while a weaker-than-expected print could cement recession fears,
Lafargue saidTrade uncertainty persists and therefore so does market volatility,
said Kyle Rodda, senior financial markets analyst at Capital.comSilver has badly lagged, but will eventually break out and move in the direction of $50 [per ounce],
Gijsels told CNBC
Within corporate credit, investors can focus on sectors less exposed to tariffs such as financials, construction and defence, and avoid those in the line of fire such as autos and potentially technology,
he flaggedChinese equities will benefit if the global economy gets into trouble, because they are under-owned and China's government has the ability to reflate the economy,
he told CNBC
As we continue to catch our breath, this week is relatively quiet for [economic] data even if I suspect it won't be for news flow,
Deutsche Bank's Jim Reid said in a note to clients on MondayWe're looking for under-valued assets where downside risks seem limited,
he said via emailTimes of low market depth are associated with an increased probability of low liquidity states in the future."
As Meldrum and Sokolinskiy noteUncertainty could keep some investors away,
said Gennadiy Goldberg, head of U.S. rates strategy at TD SecuritiesIt seems we are going to create pain, see what doesn’t heal, and then treat the injury,
said Tara Sinclair, an economist at George Washington University
It’s an effort to give the pain and the uncertainty that we’re going through at the moment some broader meaning and encourage us that we’re going to get to a better place,
said Nathan Sheets, a former Treasury official who is now global chief economist at Citigroup, of the administration’s new messageThe idea that the administration is going to be held back by a self-imposed market constraint should be discounted,
said Joe Brusuelas, chief economist at the accounting firm RSM.jpg)
There is a shock factor in the business community that we are seeing right now,
said Thomas Simons, chief U.S. economist at the investment banking firm Jefferies
They inherited an economy that was and remains the strongest among all the advanced economies, and they squandered their inheritance in a mere six weeks with policy chaos that’s tanking business and consumer confidence along with markets,
Mr. Bernstein saidThe previous administration’s overreliance on excessive government spending and overbearing regulation left us with an economy that may have exhibited some reasonable metrics but ultimately was brittle underneath, and heading for an unstable equilibrium
he said, according to ReutersLook, the president is unwavering in his commitment to restore American manufacturing and global dominance and I think he doubled down on that with his new statement” on Canada’s tariffs
she saidWe [the US] have been ripped off at levels never seen before, and we’re going to get a lot of it back.”
He also doubled down on his trade protectionist agenda, saying
Recession may be the medicine to create disinflation … for now it’s a controlled demolition,
Newnaha said