Since the beginning of 2025, global macroeconomic environment is way more complicated. US economic data is flashing red signal at this time around, dispite keeping 2.3% growth rate and 4.1% unempolyment rate for Q4.
The latest forecast from the Atlanta Fed shows that GDP may shrink by 2.8% in Q1, and consumer spending is expected to significantly decline for the first time since the pandemic. Meanwhile, the Trump administration kick off tough and full blown trade policy, especially the comprehensive tariff on Canada, Mexico (25%) and China (10% -20%), which quickly triggered market turbulence.
The market sell-off will be an important inflection point, which reflects not only the scare of investors on the policy uncertainty, also revealing the deep rooted economic challenges facing the Trump administration.
The most widely followed investor survey showed a huge ‘crash’ in bullish sentiment for stocks, alsol investors ditch buy-the-dip mentality during the market correction. That means the unsettled trade policy has changed the outlook of market.
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