Opinion: \Tariff Day\Boot landing, risky assets may experience a brief rebound
According to online reports, Matt Weller, head of global market research at StoneX, emphasized in his latest report that "the market hates uncertainty" is an old motto on Wall Street. The ambiguity of the tariff statement has undoubtedly hit risk appetite hard."Once the boots are put down, risk assets and the dollar may usher in a brief rebound." But he warned that if Trump continues to increase tariffs after April 2,"any rebound in risky assets will be a flash in the pan unless traders are convinced that these policies that have disrupted the economy are completely over." Jed Ellerbroek, portfolio manager at Argent Capital, observes that uncertainty about this tariff policy is driving money into low-volatility stocks and value stocks, and the weak performance of technology giants in the past few weeks confirms the market's defensive mentality. He believes that to reverse this risk aversion,"improving the visibility of tariff policies is a necessary prerequisite." (Jin Shi)
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