Tariffs

Investors are still waiting for more concrete signs that the US is working on trade deals with other countries

General Motors reported a decline in net income and withdrew its previous 2025 guidance

Microsoft, Meta, Amazon and Apple are slated to report Q1 earnings this week, and we’re watching one especially closely

Have markets been obsessing over the wrong Minsky?

It might be time to get out of US-denominated assets, writes Forward Guidance

President Trump’s comments that he will not look to fire Fed Chair Jerome Powell sent stocks higher in after-hours trading Tuesday

Trump is the only sitting president in modern history who has publicly threatened to fire the Fed chair

“Why put a target out there that’s really speculative, not knowing exactly where this environment is going to go?” CarMax CEO Bill Nash said

Tariff swings impact stock market and company outlooks, with Apple and NVidia likely to be affected by China tariffs

While BTC’s year-to-date price drop resembles that of the S&P 500, some crypto stocks have fared way worse

Fed Governor Waller said tariff inflation could be “temporary,” and Chair Powell said the bank will take a “wait-and-see” approach

Trump says he’s “flexible” on electronic tariffs, and that more developments are “coming up”

The dollar index is down 3.7% today from Wednesday, and consumer sentiment fell to lower than expected

Inflation reached a five-month low in March, but 10% blanket levy may impact prices

The administration announced a pause on reciprocal tariffs, but the bond market shows signs of trouble

Dow and S&P 500 post intraday gains we haven’t seen since 2020 following news that Trump will pause tariffs

10-year yield climbed Tuesday night, with the possibility that basis trade is unwinding

Bitcoin’s managing to hold up, but a selloff could pave the way for an even more aggressive altcoin reaction

Latest rise for Treasurys may signal that investors could be pulling out of bonds

Investors continue to digest the Trump administration’s mixed messages on tariff policies

As equities retest 2024 lows and trade wars are brewing, BTC’s resilience stands out, but it’s not decoupled yet

An altcoin season is looking less and less likely as the reciprocal tariffs loom

The market volatility average is rising towards 2020 and 2008 levels, but context is important

BTC’s price went down, but institutions were buying the dip at “astounding” levels