qinbafrank
qinbafrank|Mar 03, 2025 23:31
Macroeconomics once again controls the market, and Trump's policy power continues to exert pressure. Yesterday, the first thing we talked about about the macro uncertainty was the tariff. Last night, Trump announced to impose additional tariffs on Mexico and Canada, and the equivalent tariff will be implemented on April 2. The dollar market also fell back to the position before Trump's order. For example, we talked about the premise that the macro and policy uncertainties will continue to be eliminated before large funds continue to enter the market. Otherwise, Trump's call for more orders is still an emotional stimulus. How do we go next? 1. What will be the effect of the implementation of the Mexican Canadian tariff policy this week and the strength of the countermeasures taken by Mexico and Canada? What is the response of the corresponding countries when the time point for reciprocal tariffs is clarified? 2. Of course, there is also the more crucial data of non farm employment to look at this week The current market is not suitable for chasing high prices, only for buying on dips.
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