Mars Finance News, on March 31, StoneX Global Market Research Director Matt Weller emphasized in his latest report that "markets abhor uncertainty" is an old Wall Street adage, and the ambiguity of tariff statements has undoubtedly severely damaged risk appetite. "Once the shoe drops, risk assets and the dollar may see a brief rebound." However, he warned that if Trump continues to escalate tariffs after April 2, "any risk asset rebound will be short-lived, unless traders are confident that these economically disruptive policies have been completely terminated." Argent Capital Portfolio Manager Jed Ellerbroek observed that the uncertainty of such tariff policies is driving funds into low-volatility and value stocks, and the recent weak performance of tech giants confirms the market's defensive sentiment. He believes that to reverse this risk-averse mood, "improved visibility of tariff policies is a necessary prerequisite."
Viewpoint: "Tariff Day" is here, risk assets may see a short-term rebound
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