Unchained Bits + Bips: Why Traders Are Sanguine Before Trump’s Big Tariff Day - Ep. 806
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Mar 26, 2025 Investors are feeling a mix of optimism and anxiety as Trump’s tariffs loom. There's a surprising rebound in tech stocks and confidence is slowly returning, driven by the latest FOMC meeting insights. BlackRock's bullish stance on Bitcoin during bear markets raises eyebrows, especially as ether seems poised for a comeback. The dynamic interplay between cryptocurrencies and traditional equities is highlighted, revealing fresh trading strategies amid the evolving market landscape. Expect volatility, but also new opportunities for savvy traders.
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Tariffs and Market Correction
- Trump's tariff policy caused the recent market correction, and his change of mind may end it.
- Economists are pessimistic, but traders are looking for hard data to confirm their pessimism.
Fed's Contradictory Stance
- The Fed predicts lower growth and higher inflation but still plans to cut rates.
- This creates uncertainty, but the correction might be mostly done.
Focus on Capital Markets
- Focus on capital markets and lending to support tax revenue and growth.
- Let companies refinance through these channels, rather than lowering the 10-year yield.