Trump’s tariffs break through supplies and red flow liberal

The so -called day of liberation of US President Donald Trump for the land came and left. What did his trade plans free from the world’s largest economy? The leadership of the global economic and financial system? King Dollara headquarters on the throne? Cordial relations with trade partners and political allies?

Of course, these are all guesses. Tariff, except for 25% of cars duties, has yet to start. Trump’s universal 10% of tariffs will enter into force on April 5, while the “reciprocal” tariff rate is supposedly calculated by using the unconventional, to put it mildly, the formula based on a trade deficit in the goods – it will be April 9.

Despite the horror expressed by economists, market strategists and (private) executive directors, Trump could really be right that the American economy, and more precisely, his production industry could be revitalized after the pain period. “The markets will flourish. The stock will flourish. The soil will flourish,” he said in the White House.

But for now, the only (reluctant) entities of Trump’s “liberation” were investors, who were separated by the oppressive weight of the return of their stock. After being released on Thursday, investors fled to the safety of bonds, before the “flourishing” of the market was more “flourished”.

Trump is reportedly open to tariff conversations
US President Donald Trump said he would be Open to tariff conversations with other counties If they offer something phenomenal, the Reuters report states. Trump’s chief assistant Peter Navarro said to CNBC less than an hour earlier that the festive tariffs were “not negotiations”. Separately, the Director of Altimeter Capital Brad Gerstner told CNBC that he had talked to the executives of the largest American companies, and they think the tariffs are “A huge mistake. “

Bloolobath for American stock
Shares in the USA fell on Thursday. IN S & P 500 sank 4.84% and Dow Jones industrial average 3,98%demolished. It was the biggest drop in both indexes since June 2020. Nasdaq composite withdrew 5.97% for the worst session of March 2020. Russell 2000 Small cap supplies index decreased by 6.59%, which brought losses from 52 weeks to 22.5% and Putting it on the bear market. Measure 10-year-old treasury The yield dropped lower than 4%because investors turned to bonds in search of security.

Trillion in a market cap lost of Mag 7
Magnificent seven shares collectively Lost about $ 1.03 trillion in a market capAccording to the CNBC session analysis on Thursday. On the whole, the magnificent CNBC index seven in the day of trading demolished more than 6%. Apple The stocks were Most bruisesFall over 9%, the purest drop in 5 years. Apple cider The official list of suppliers To a large extent, it covers countries disproportionately affected by Trump’s tariffs.

Stagflation goes around the corner?
Trump’s tariff plan will slow down growth and could stimulate prices, doing threat of stagflation “Really”, Lindsay Rosner, Goldman Sachs’ Said the boss with a fixed income with multiple assets. Jpmorgan Economists think that Trump’s trade policy “probably push American and global economy into a recession this year. “American federal reserves will then face the situation without a victory, Choose between combat inflation, increasing growth – Or simply avoiding conflicts and release of events to attend their course without intervention.

European shares have strayed
Paneurophic Stoxx 600 It crashed 2.57% on Thursday. The big names of retail were Among the worst performers. Adidas dropped 11.7%, JD Sports was reduced by 7.9% and Burberry gave up 8.8%. Ship Div MaerskWidely viewed as a barometer for the world trade, it was 9.5% lower. Trump will “score under pressure” and change his tariff policies If Europe is mergedsaid the acting of Germany’s economy Robert Habeck on Thursday.

(Pro) A report on jobs on Friday may be a “nail in a coffin”
Fresh absorbing news from the White House this week, investors advocate a report on a Friday’s job that could give a little to the path of good news, even if it was better than expected. And if the job numbers get weak, it might be “Nail in a coffin for the US economy“He wrote one market strategist.

Biggest winners and losers in Europe while Trump announces caring tariffs

The European Union was neglected with 20% duties, while the UK was affected by a lower 10%, benefits from a more balanced US trade relationship.

Most analysts agree that, from an economic perspective, there are few – or maybe not – economic winners from the expected slowdown of growth and fracture of trade connections.

Some bright spots, however, appeared among European property on Thursday – as well as some deeply negative. CNBC looks at the odds of the sector ranging from luxury goods, food and drinks, to retail.