Market Turbulence and Tariff Tensions

This chapter explores the recent volatility in financial markets driven by tariff exemptions for tech companies, alongside fears of new tariffs impacting semiconductors. It highlights the uncertainty in US-China trade negotiations and their effect on investor sentiment, particularly for major firms like Apple and Nvidia. Additionally, the chapter examines shifts in equity and bond markets, reflecting deeper economic concerns and speculations surrounding the Federal Reserve's response to inflation and potential recession risks.