top of page

Digest | 1 April 2025

  • Edward von der Schmidt
  • Apr 1
  • 3 min read

Updated: 5 days ago

Sideways trading belied markets' collective anxiety in anticipation of Wednesday's "Liberation Day", which stands poised to disrupt the global trading order in the months ahead. Gold flirted with new highs and Treasuries rallied as the 10y yield plumbed three-month lows. Reports varied as to the possible paths forward, including "reciprocal" tariffs, a broad-based levy on all imports, and a more targeted flat-tax somewhere in between. Still, world leaders anticipated more draconian measures and outlined their intentions to respond. With trade war escalation feared, global PMIs reflected manufacturing weakness and concomitant price pressures. Peace in Ukraine remained a distant prospect.

Want to read more?

Subscribe to datumresearch.com to keep reading this exclusive post.

Recent Posts

See All
Digest | 24 April 2025

Earnings strength carried US equities even as companies projected uncertainty about an unresolved economic outlook and foreshadowed price...

 
 
Digest | 23 April 2025

Another domestic stock rally belied pervasive trade policy and economic outlook uncertainty. Dollar strength and steadying Treasuries...

 
 
Digest | 22 April 2025

Tuesday's rhetorical retreat calmed market jitters, sending equity indices above Friday's closes as the dollar and Treasuries found their...

 
 
bottom of page