Afleveringen
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US futures are indicating a firmer open. European equity markets are trading higher, Asian markets ended the session with broad gains. Markets responded positively to the weekend announcement that US electronics will receive a temporary exemption from both the 10% baseline tariff and the 125% China-specific rate. The decision was seen as a modest de-escalatory move in the US-China trade standoff. However, uncertainty remains as Trump warned electronics tariffs are still under review, with potential semiconductor duties expected within 1-to-2 months.
Companies mentioned: Apple, CK Hutchison, BlackRock, Crocs
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US equity futures are paring early losses and indicating a marginally higher open today. European markets on the other hand have given back earlier gains and traded lower since the open, following mixed Asian sessions. Markets continue to wrestle with trade uncertainty despite Trump's tariff pause. Markets unsure about the potential for Trump to reinstate reciprocal tariffs if trade deals are not reached. And some believe the damage has been done despite the tariff reprieve.
Companies mentioned: Harley-Davidson, Shein
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Zijn er afleveringen die ontbreken?
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US equity futures are slightly lower following Wednesday’s sharp rebound. European markets opened higher, Asian equities closed broadly higher. Markets rallied sharply after President Trump announced a 90-day pause in higher reciprocal tariffs for 90 countries, excluding China, where tariffs were raised to 125% effective immediately. However, policy uncertainty remains elevated with a 10% baseline tariff still in place and the US-China trade dispute escalating. Long-end bond yields are pulling back after steepening earlier this week due to supply and positioning concerns. FOMC minutes showed policymakers favoring a cautious stance before adjusting rates.
Companies mentioned: United States Steel, NIPPON STEEL, TSMC, Newsmax
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S&P 500 was slightly up 0.04%. Asian equity markets were under pressure on Wednesday, with Japan and Taiwan performance particularly weak. Nikkei went down 3.93%, Hang Seng up 0.68%, Shanghai Composite +1.31%. European equity markets opened broadly lower, with STOXX 600 down 3 percent and FTSE 100 up 2.6%. Press declared US reciprocal tariffs came into effect with the clock moving past the 12:01 am ET deadline as stated by the White House. Most of the attention is on the highest tariff rate of 104% imposed on China. No further reaction came from Beijing so far though yesterday's backlash continued to reverberate. Full effects may take some time to filter through as goods already in transit as of midnight will be exempt as long as they arrive in the US by May 27th.
Companies Mentioned: Apple, KKR, Assura, META
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S&P futures are pointing to a higher open, up +1.71%, as equity markets rebound following recent volatilities. Asian equities were broadly higher today, led by a +5.6% surge in Japan’s Nikkei, while other markets posted more modest gains. European equities are staging recoveries in early trades, with major indices up near +2%. For today's highlight, Trump threatened China with an additional 50% tariff unless Beijing removes its retaliatory levies. China's Commerce Ministry responded, vowing to "fight to the end" if the US escalates further.
Companies Mentioned: Marvell Technology, CVS Health
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US equity futures sharply lower, with S&P futures down 3.4%. European equities sharply lower and Asian equities suffered their worst declines since 2008. Markets remain pressured by ongoing tariff concerns, with Trump dismissing recent volatility and reiterating tariffs as structural measures aimed at trade rebalancing and funding. Multiple countries expressed openness to negotiations, but uncertainty persists given Trump’s commitment to aggressive tariff policy. Meanwhile, China state media indicated possible frontloading of stimulus measures, including RRR and interest rate cuts. Asian authorities intervened to stabilize markets, with Taiwan temporarily banning short selling and RBI expected to provide significant cash injections.
Companies mentioned: TikTok, Meta Platforms
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US equity futures are lower Friday. European markets opened weaker, and Asian equities ended sharply lower again. Markets remained heavily risk-off following President Trump’s harsher-than-anticipated reciprocal tariff announcements. China warned of countermeasures if tariffs persist, while Canada's Prime Minister Carney proposed retaliatory tariffs on US autos. Despite significant market turmoil, Trump remained firm, indicating no plans to soften tariffs unless "phenomenal" trade concessions are offered, including a possible China deal on TikTok. Investors are now focused on Friday’s nonfarm payrolls report and Fed Chair Powell’s upcoming speech for further insight into the economic and policy implications.
Companies Mentioned: Brookfield Infrastructure Partners, Blackstone, Capri Holdings, Prada
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US equity futures are indicating a sharply lower open amid heavy declines in American retailers and multinationals with operations in Asia. European markets have opened well in the negative territory, following plummeting Asian sessions. Global markets are digesting Trump's tariff announcement. EU vowed a response, China indicated unspecified countermeasures, Korea's acting president called for negotiations with the US and Japan is keeping its options open. The UK said it would keep negotiating for a trade deal but escaped the worst with the just baseline tariff.
Companies mentioned: Ford Motor, Brookfield Asset Management
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US equities saw S&P 500 going down 0.33% and Nasdaq with modest gains as worries about 20% universal tariffs and stagflation concerns surrounding the ISM manufacturing print remained overhangs. Treasury yields were flat overnight, gold higher and crude lower. The dollar index was flat, Bitcoin futures were up 3.4%. The overall performance of Asian Equity market was directionless, with no major benchmark moving higher or lower by more than 0.5%, European equity markets opened lower, following broad strength on Tuesday.
Companies mentioned: JNJ, Boeing, Andreesen Horowitz, Becton Dickinson, Qualcomm
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S&P futures are pointing to a slightly lower open, down (0.27%), as markets remain cautious ahead of a key tariff announcement from the White House. Markets are bracing for President Trump’s announcement of reciprocal tariffs, expected Wednesday 3 PM. Speculation surrounds whether tariffs will apply broadly or be targeted by country or sector. Additionally, the U.S.-China Phase One trade deal is under review, with potential outcomes including new tariffs, export controls, or revoking China’s special trade status. European equity markets are advancing in early trades, while Asian equities mostly ended higher, recovering some of Monday’s losses.
Companies Mentioned: Chevron, Becton Dickinson, Johnson & Johnson, OpenAI
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US equity futures are lower after sharp declines on Friday. European markets opened broadly weaker, and Asian equities ended sharply lower. Markets remain unsettled ahead of Wednesday's reciprocal tariff announcement by President Trump, who indicated tariffs would apply universally to all countries, contradicting earlier suggestions of possible exemptions. Goldman Sachs revised its outlook to three Fed rate cuts in 2025, up from two previously. Inflation concerns are mounting following Friday's hotter-than-expected US core PCE inflation data, accompanied by elevated consumer inflation expectations in the Michigan survey. Meanwhile, there are signals the EU may consider concessions. Separately, the China government confirmed plans for a $69 billion capital injection into major state-owned banks to boost lending and stimulate the economy.
Companies mentioned: xAI, Tesla, Blackstone, TikTok, Softbank, Nvidia, Foxconn
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S&P futures are pointing to a lower open, down (0.33%), as markets grapple with escalating trade tensions and tariff developments. Major U.S. trading partners are weighing responses to President Trump's proposed 25% auto tariff. European equity futures are also signaling a dip, while Asian equities closed mostly lower, led by sharp declines in Japan and South Korea.
Companies Mentioned: W.R. Berkley, Pfizer, United States Steel
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US equity futures are slightly higher. European markets are weaker, and Asian equities ended mixed. Markets continue to grapple with trade uncertainty after President Trump announced permanent tariffs on imported autos starting at 2.5% on April 2, eventually rising to 25%, without exceptions. Additional tariffs on lumber and pharmaceuticals are also planned, though Trump hinted at possible leniency in reciprocal tariffs. The European Union is reportedly bracing for tariffs around 20%. On the economic front, US durable goods orders were stronger than expected. Fed policymakers highlighted rising inflation risks tied to tariffs, reinforcing expectations for an extended policy hold.
Companies Mentioned: CK Hutchison Holdings, Blackrock, Hutchison Port Holdings, CK Asset Holdings, PCCW Ltd, FWD Group, ByteDance, Tiktok, Oracle, OpenAI, Softbank,
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S&P futures are pointing to a flat open today, down (0.06%). European equity markets opened firmer but are trading mixed, while Asian markets closed higher, led by strength in Japan and South Korea. Markets remain on edge as the U.S. prepares to impose tariffs on copper and potentially other sectors. President Trump hinted that some countries may receive exemptions, but auto tariffs remain imminent. The so-called "dirty 15" list of countries with the largest trade surpluses with the U.S., including China, Japan, and India, continues to weigh on sentiment.
Companies Mentioned: Boeing, NVIDIA, UBS
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Following the rallies yesterday, S&P futures are pointing to a slightly lower open today, down (0.12%). President Trump confirmed that his 2-Apr tariff announcement will include exemptions for several countries, aligning with reports of broader reciprocal tariffs with carveouts. He indicated forthcoming product-specific tariffs targeting sectors like autos, chips, and pharmaceuticals. European markets are broadly higher in early trades while Asian markets ended today's session trading mixed.
Companies Mentioned: KKR, Fuji Soft, Dropbox, Boeing, Meta
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US equity futures are firmer after finishing mostly higher on Friday. European markets are broadly higher. Markets are cautiously optimistic following reports that Trump's upcoming reciprocal tariff announcement may be less severe than previously anticipated, potentially exempting certain countries. Additionally, officials have suggested that Canada and Mexico might permanently avoid previously threatened 25% tariffs. US-China tensions remain prominent, with GOP Senator Daines insisting that the fentanyl issue must be resolved before broader tariff discussions begin. Ukraine ceasefire negotiations resume this week, with the US reportedly targeting an agreement by April 20.
Companies mentioned: DSC Investment, META, Nvidia, Reliance Industries, OPENAI
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S&P futures are pointing to a flat open today, down (0.07%). Asian equities traded mixed, with notable weakness in Greater China markets, while Japan’s Topix outperformed. European markets are trading lower this morning, with major indexes all edging down.
Companies Mentioned: T-Mobile, General Motors, Hyundai, Foxconn, Mitsubishi Motors
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US equity futures are higher after Wednesday’s gains. European markets opened little changed, and Asian equities ended mixed. Markets reacted positively to a dovish-leaning Fed policy decision. The Fed kept rates unchanged and signaled greater uncertainty around the economic outlook, driven largely by ongoing tariff concerns. Although policymakers downgraded the US GDP growth outlook and raised inflation forecasts, Chair Powell indicated that tariff-driven inflation pressures may be temporary. The Fed also decided to slow the pace of quantitative tightening starting April 1st. Elsewhere, Ukraine’s President Zelenskiy voiced support for a ceasefire focused on energy infrastructure during discussions with President Trump, with both sides agreeing to collaborate on air defense systems and Ukraine's electricity supply.
Companies Mentioned: SoftBank, Ampere, Carlyle, Oracle, Beacon Roofing Supply, QXO, NVIDIA, Intel
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Following yesterday's selloff, S&P futures are pointing to a flat open today, down (0.07%). Asian markets delivered a mixed performance on Wednesday, while European markets are broadly lower in early trading. With no policy change expected at the upcoming FOMC meeting, attention remains on Chair Powell’s press conference and updated projections to gauge future rate paths.
Companies Mentioned: Autodesk, Tesla
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S&P futures are pointing to a slightly lower open today, down (0.23%). European equity markets are higher in early trading, following a positive close on Monday, while Asian equities advanced broadly, led by China’s tech sector. Foreign portfolio inflows into mainland China securities hit a record $228.1B in February. Net flows, including outbound investments, turned positive for the first time since September. The MSCI China index is up +23% YTD, contrasting with a (3.5%) decline in the S&P 500. Foreign holdings of Chinese government bonds also rose for the first time in six months, reflecting renewed investor interest.
Companies Mentioned: Google, Walgreen, Americold Realty Trust, BYD, NIO, CATL
