From CNBC: 2025-04-13 12:11:00

President Donald Trump’s pause on sweeping global tariffs led to a one-day rally, but the next two sessions were uncertain. The S & P 500 and Nasdaq rose last week, but the S & P 500 was still down 4.4% for the month. Trump’s trade war caused concern about inflation and economic growth, with fears of a recession rising. Investors are wary of a protracted trade war and uncertain stock valuations. The president’s decision to pause tariffs and the subsequent market rally were influenced by sharp bond selling, leading to soaring yields and concerns of a bond market crash. The 10-year Treasury yield, impacting consumer loan costs, rose after the announcement of a 90-day moratorium on tariffs. Trump privately acknowledged tariff risks could lead to a recession but was concerned about avoiding a depression. The market remains volatile as investors react to tariff announcements and economic indicators. Investors are closely monitoring the tariff situation, with some relief after the exemption of tech products from reciprocal tariffs. Earnings season will be crucial, with companies expected to address ongoing economic uncertainties and potential guidance revisions. Key reports from companies like Goldman Sachs and Abbott Laboratories will provide insights into the impact of tariffs on different industries. The week ahead will focus on earnings reports from major companies like Bank of America, United Airlines, and Abbott Laboratories. Regional banks will also provide valuable economic activity insights.



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