TRUMP THREATENS ADDITIONAL TARIFFS, SANCTIONS ON MEXICO OVER WATER RIGHTS
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CHINA TO INCREASE TARIFFS ON US GOODS TO 125% FROM 84% EFFECTIVE APRIL 12
CHINA: WILL IGNORE US IF IT KEEPS IMPOSING TARIFFS FURTHER (Earlier Trump said "I Can't Imagine Further Increase of Tariffs on China")
*CHINA: IT NO LONGER MAKES ECONOMIC SENSE IF US IMPOSES MORE TARIFFS; IF US INSISTS ON CONTINUING TO SUBSTANTIALLY INFRINGE UPON CHINA'S RIGHTS, INTERESTS, CHINA WILL RESOLUTELY COUNTERATTACK AND FIGHT TO THE END
CHINA: WILL IGNORE US IF IT KEEPS IMPOSING TARIFFS FURTHER (Earlier Trump said "I Can't Imagine Further Increase of Tariffs on China")
*CHINA: IT NO LONGER MAKES ECONOMIC SENSE IF US IMPOSES MORE TARIFFS; IF US INSISTS ON CONTINUING TO SUBSTANTIALLY INFRINGE UPON CHINA'S RIGHTS, INTERESTS, CHINA WILL RESOLUTELY COUNTERATTACK AND FIGHT TO THE END
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infinityhedge
The Week Ahead: Mon/31: *AI: Midjourney V7 release Tue/01: April Fool’s Day *GameStop’s $1.3B convertible notes sale expected to close Wed/02: *Trump’s Tariff ‘Liberation Day’ (reciprocal tariffs); Canada, China, EU is set to impose retaliatory tariffs;…
The Week Ahead | @infinityhedge
Mon/14:
•Trump to provide details on Semiconductor tariffs
•Saylor expected to announce BTC purchase
•FTC vs Meta Trial: It could force meta to unwind its acquisition of WhatsApp & Instagram
•Katy Perry & five other women incl. Bezos's fiancée are set to blast into space on Blue Origin rocket at 14:30 BST
Tue/15: Tax Day
Wed/16:
•Fed Chair Powell Speaks at 13:30 ET
•WTO to release global trade forecasts
Fri/18: Good Friday: markets closed
Sat/19: Protests against Trump and his policies all over the U.S.
WHOLE WEEK:
•Trump Tariffs, More Details
•Bank Earnings
•OpenAI‘s Announcement Week: New Models, Might Open Source some Model
Reads and charts are in group
Mon/14:
•Trump to provide details on Semiconductor tariffs
•Saylor expected to announce BTC purchase
•FTC vs Meta Trial: It could force meta to unwind its acquisition of WhatsApp & Instagram
•Katy Perry & five other women incl. Bezos's fiancée are set to blast into space on Blue Origin rocket at 14:30 BST
Tue/15: Tax Day
Wed/16:
•Fed Chair Powell Speaks at 13:30 ET
•WTO to release global trade forecasts
Fri/18: Good Friday: markets closed
Sat/19: Protests against Trump and his policies all over the U.S.
WHOLE WEEK:
•Trump Tariffs, More Details
•Bank Earnings
•OpenAI‘s Announcement Week: New Models, Might Open Source some Model
Reads and charts are in group
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Earlier Today:
TRUMP: MARKETS VERY STRONG ONCE THEY GOT USED TO TARIFFS
TRUMP: NVIDIA'S ANNOUNCEMENT TO MANUFACTURE AMERICAN MADE AI SUPERCOMPUTERS IN US FOR FIRST TIME CAME BECAUSE OF THE ELECTION AND TARIFFS
TRUMP ON EXEMPTIONS: LOOKING AT HELPING CAR COMPANIES WITH TARIFFS, COMPANIES NEED A LITTLE BIT OF TIME; I'M A VERY FLEXIBLE PERSON. I DON'T CHANGE MY MIND, BUT I'M FLEXIBLE
TRUMP: CHINA, VIETNAM MEETING TO FIGURE OUT HOW TO HURT US
------------------
*US STARTS CHIPS, PHARMA PROBE AHEAD OF PLEDGED TRUMP TARIFFS
------------------
Latest:
BESSENT: TARIFFS ON CHINA ARE 'FAR FROM A JOKE'; TARIFFS ON CHINA ARE BIG NUMBERS, NO ONE THINKS THEY'RE SUSTAINABLE AND WANTS THEM TO REMAIN
US TREASURY SECRETARY BESSENT: THINKING ABOUT SUCCESSOR FOR FED'S POWELL, WILL START INTERVIEWING CANDIDATES IN THE FALL
BESSENT: THE VIX SPIKED, AND HAS LIKELY PEAKED
TRUMP: MARKETS VERY STRONG ONCE THEY GOT USED TO TARIFFS
TRUMP: NVIDIA'S ANNOUNCEMENT TO MANUFACTURE AMERICAN MADE AI SUPERCOMPUTERS IN US FOR FIRST TIME CAME BECAUSE OF THE ELECTION AND TARIFFS
TRUMP ON EXEMPTIONS: LOOKING AT HELPING CAR COMPANIES WITH TARIFFS, COMPANIES NEED A LITTLE BIT OF TIME; I'M A VERY FLEXIBLE PERSON. I DON'T CHANGE MY MIND, BUT I'M FLEXIBLE
TRUMP: CHINA, VIETNAM MEETING TO FIGURE OUT HOW TO HURT US
------------------
*US STARTS CHIPS, PHARMA PROBE AHEAD OF PLEDGED TRUMP TARIFFS
------------------
Latest:
BESSENT: TARIFFS ON CHINA ARE 'FAR FROM A JOKE'; TARIFFS ON CHINA ARE BIG NUMBERS, NO ONE THINKS THEY'RE SUSTAINABLE AND WANTS THEM TO REMAIN
US TREASURY SECRETARY BESSENT: THINKING ABOUT SUCCESSOR FOR FED'S POWELL, WILL START INTERVIEWING CANDIDATES IN THE FALL
BESSENT: THE VIX SPIKED, AND HAS LIKELY PEAKED
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CHINA ORDERS HALT TO BOEING JET DELIVERIES AS TRADE WAR EXPANDS
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BINANCE CRYPTO EXCHANGE DOWN DUE TO A TEMPORARY NETWORK INTERRUPTION IN THE AWS DATA CENTER
BINANCE: TO KEEP SAFE WE SUSPEND THE WITHDRAW SERVICE
MEXC EXCHANGE DOWN
KUCOIN EXCHANGE DOWN
RABBY WALLET DOWN
UPDATE: BINANCE: ALL SERVICES ARE STARTING TO RECOVER AND RESUME. WITHDRAWALS HAVE ALSO REOPENED
BINANCE: TO KEEP SAFE WE SUSPEND THE WITHDRAW SERVICE
MEXC EXCHANGE DOWN
KUCOIN EXCHANGE DOWN
RABBY WALLET DOWN
UPDATE: BINANCE: ALL SERVICES ARE STARTING TO RECOVER AND RESUME. WITHDRAWALS HAVE ALSO REOPENED
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EU EXPECTS US TARIFFS TO REMAIN AS TALKS MAKE LITTLE PROGRESS
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WHITE HOUSE: BALL IS IN CHINA'S COURT; CHINA NEEDS TO MAKE A DEAL WITH US; WE DON'T HAVE TO MAKE A DEAL WITH THEM
WH: "There’s no difference between China and any other country except they are much larger, and China wants what we have, what every country wants, what we have — the American consumer — or to put another way, they need our money"
WH: "There’s no difference between China and any other country except they are much larger, and China wants what we have, what every country wants, what we have — the American consumer — or to put another way, they need our money"
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infinityhedge
GOLD HITS RECORD HIGH, RISES TO $3,100
GOLD HITS RECORD HIGH, RISES TO $3,300
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POWELL: ECONOMIC IMPACT OF TARIFFS LIKELY LARGER THAN EXPECTED
POWELL: INFLATIONARY EFFECTS OF TARIFFS MAY BE MORE PERSISTENT
POWELL: INFLATIONARY EFFECTS OF TARIFFS MAY BE MORE PERSISTENT
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POWELL: MAY FIND OURSELVES IN SCENARIO WITH MANDATES IN TENSION
POWELL: WELL POSITIONED TO WAIT FOR MORE CLARITY FOR TIME BEING
POWELL: CAN’T HAVE STRONG LABOR MARKET WITHOUT PRICE STABILITY
POWELL: EFFECTS OF POLICY WILL LIKELY MOVE THE FED AWAY FROM ITS GOALS
POWELL: WILL BE MOVING AWAY FROM GOALS FOR THE BALANCE OF THIS YEAR, PERHAPS CAN RESUME NEXT YEAR
POWELL: TARIFFS LARGER THAN WE EXPECTED EVEN IN OUR UPSIDE CASE
POWELL: WELL POSITIONED TO WAIT FOR MORE CLARITY FOR TIME BEING
POWELL: CAN’T HAVE STRONG LABOR MARKET WITHOUT PRICE STABILITY
POWELL: EFFECTS OF POLICY WILL LIKELY MOVE THE FED AWAY FROM ITS GOALS
POWELL: WILL BE MOVING AWAY FROM GOALS FOR THE BALANCE OF THIS YEAR, PERHAPS CAN RESUME NEXT YEAR
POWELL: TARIFFS LARGER THAN WE EXPECTED EVEN IN OUR UPSIDE CASE
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Q: Is there a Fed put for the stock market?
Powell: "I'm going to say no, with an explanation..."
POWELL: THE TARIFF SHOCK PUSHES TOWARD HIGHER UNEMPLOYMENT, HIGHER INLFATION
POWELL: COULD WELL BE IN SITUATION WHERE NEED TO MAKE A DIFFICULT DECISION
POWELL: IT WILL BE A DIFFICULT JUDGEMENT IF THE FED'S MANDATES DO COME INTO CONFLICT
POWELL: IF RISKS WERE STRUCTURALLY HIGHER, THAT WOULD MAKE US LESS ATTRACTIVE
POWELL: RESERVES ARE STILL ABUNDANT; NOT CLOSE TO THE POINT WHERE THE FED WOULD STOP BALANCE SHEET RUNOFF ALTOGETHER
POWELL: THE SLOWER THE FED GOES THE SMALLER THE BALANCE SHEET CAN GET WITHOUT DISRUPTION
POWELL: THE FED IS NOT GOING TO BE INFLUENCED BY POLITICAL PRESSURE
*S&P 500 EXTENDS DECLINE TO 2.5%, NASDAQ 100 DOWN 3.5%
Powell: "I'm going to say no, with an explanation..."
POWELL: THE TARIFF SHOCK PUSHES TOWARD HIGHER UNEMPLOYMENT, HIGHER INLFATION
POWELL: COULD WELL BE IN SITUATION WHERE NEED TO MAKE A DIFFICULT DECISION
POWELL: IT WILL BE A DIFFICULT JUDGEMENT IF THE FED'S MANDATES DO COME INTO CONFLICT
POWELL: IF RISKS WERE STRUCTURALLY HIGHER, THAT WOULD MAKE US LESS ATTRACTIVE
POWELL: RESERVES ARE STILL ABUNDANT; NOT CLOSE TO THE POINT WHERE THE FED WOULD STOP BALANCE SHEET RUNOFF ALTOGETHER
POWELL: THE SLOWER THE FED GOES THE SMALLER THE BALANCE SHEET CAN GET WITHOUT DISRUPTION
POWELL: THE FED IS NOT GOING TO BE INFLUENCED BY POLITICAL PRESSURE
*S&P 500 EXTENDS DECLINE TO 2.5%, NASDAQ 100 DOWN 3.5%
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TRUMP: POWELL’S TERMINATION CANNOT COME FAST ENOUGH!
TRUMP: FED SHOULD HAVE LOWERED INTEREST RATES LONG AGO; POWELL IS ALWAYS TOO LATE AND WRONG
TRUMP: FED SHOULD HAVE LOWERED INTEREST RATES LONG AGO; POWELL IS ALWAYS TOO LATE AND WRONG
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TRUMP: NO RUSH TO ANNOUNCE TRADE DEAL
TRUMP: WILL END UP WITH SUBSTANTIAL NUMBER FOR BASELINE TARIFF
TRUMP: WE WILL HAVE A DEAL WITH CHINA
TRUMP: WILL MAKE GOOD DEAL WITH CHINA
TRUMP: WE'LL HAVE VERY LITTLE PROBLEM MAKING DEAL WITH EUROPE
TRUMP: WILL END UP WITH SUBSTANTIAL NUMBER FOR BASELINE TARIFF
TRUMP: WE WILL HAVE A DEAL WITH CHINA
TRUMP: WILL MAKE GOOD DEAL WITH CHINA
TRUMP: WE'LL HAVE VERY LITTLE PROBLEM MAKING DEAL WITH EUROPE
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TRUMP ON POWELL: IF I WANT HIM OUT, HE'LL BE OUT OF THERE REAL FAST, BELIEVE ME
TRUMP: IF COUNTRIES DON'T WANT TO MAKE A DEAL, WE'LL MAKE IT FOR THEM; WE SET THE DEAL
TRUMP, ASKED IF HIS MIND WAS CHANGED ON TARIFFS: NO
TRUMP: IF COUNTRIES DON'T WANT TO MAKE A DEAL, WE'LL MAKE IT FOR THEM; WE SET THE DEAL
TRUMP, ASKED IF HIS MIND WAS CHANGED ON TARIFFS: NO
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*TRUMP HAS PRIVATELY DISCUSSED FIRING FED CHAIR POWELL: WSJ
*TRUMP HAS SPOKEN WITH KEVIN WARSH, A FORMER FED GOVERNOR, ABOUT POTENTIALLY FIRING POWELL BEFORE HIS TERM ENDS AND POSSIBLY SELECTING WARSH TO BE HIS REPLACEMENT
*WARSH HAS ADVISED TRUMP AGAINST FIRING POWELL AND HAS ARGUED THAT HE SHOULD LET THE FED CHAIR COMPLETE HIS TERM WITHOUT INTERFERENCE
*TRUMP HAS SPOKEN WITH KEVIN WARSH, A FORMER FED GOVERNOR, ABOUT POTENTIALLY FIRING POWELL BEFORE HIS TERM ENDS AND POSSIBLY SELECTING WARSH TO BE HIS REPLACEMENT
*WARSH HAS ADVISED TRUMP AGAINST FIRING POWELL AND HAS ARGUED THAT HE SHOULD LET THE FED CHAIR COMPLETE HIS TERM WITHOUT INTERFERENCE
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WHITE HOUSE'S HASSETT: TRUMP IS STUDYING WHETHER FIRING FED'S POWELL IS AN OPTION
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infinityhedge
The Week Ahead | @infinityhedge Mon/14: •Trump to provide details on Semiconductor tariffs •Saylor expected to announce BTC purchase •FTC vs Meta Trial: It could force meta to unwind its acquisition of WhatsApp & Instagram •Katy Perry & five other women…
The Week Ahead | infinityhedge
Mon/21: Saylor expected to announce BTC purchase
Tue/22: Earth Day
*IMF World Economic Outlook report
*Stablecoin Giant Circle To Launch a New Payments, Remittance Network aiming to rival Mastercard & Visa
*Tesla Q1 Earnings
Thu/24:
*Alphabet, Intel Q1 Earnings
*US To Sign Minerals Deal With Ukraine
Fri/25:
*SEC Crypto Policy Roundtable On Custody Issues
*$6.5B BTC Options Expiry, Put/Call: 0.68, Max Pain Price: $85K
*$700M ETH Options Expiry, Put/Call: 0.76, Max Pain Price: $1.9k
Sat/26: White House Correspondents Association annual dinner 🍿
WHOLE WEEK:
*Macro: Trump-Tariffs-Powell, Earnings Season: Capital Expenditures
*Crypto: Ethena S3, Hyperlane airdrop claim portal, Solana Crossroads Event
BBG Economics: IMF’s projections tend to skew optimistic during potentially disruptive crises. In the four large crises we studied, the fund’s initial assessment of the immediate impact on global growth understated it by 0.5% points. However much the IMF may downgrade the growth forecasts to start, history suggests the ultimate blow will be worse
Reads and charts are in group
Mon/21: Saylor expected to announce BTC purchase
Tue/22: Earth Day
*IMF World Economic Outlook report
*Stablecoin Giant Circle To Launch a New Payments, Remittance Network aiming to rival Mastercard & Visa
*Tesla Q1 Earnings
Thu/24:
*Alphabet, Intel Q1 Earnings
*US To Sign Minerals Deal With Ukraine
Fri/25:
*SEC Crypto Policy Roundtable On Custody Issues
*$6.5B BTC Options Expiry, Put/Call: 0.68, Max Pain Price: $85K
*$700M ETH Options Expiry, Put/Call: 0.76, Max Pain Price: $1.9k
Sat/26: White House Correspondents Association annual dinner 🍿
WHOLE WEEK:
*Macro: Trump-Tariffs-Powell, Earnings Season: Capital Expenditures
*Crypto: Ethena S3, Hyperlane airdrop claim portal, Solana Crossroads Event
BBG Economics: IMF’s projections tend to skew optimistic during potentially disruptive crises. In the four large crises we studied, the fund’s initial assessment of the immediate impact on global growth understated it by 0.5% points. However much the IMF may downgrade the growth forecasts to start, history suggests the ultimate blow will be worse
Reads and charts are in group
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