More tariff pauses – but Naddaq enters correction

US President Donald Trump has expanded his tariff break on the goods coming from Canada and Mexico, as long as they meet the conditions of the United States Agreement-Makidi-Kanada, a trade agreement between all countries.

Unlike Trump’s Wednesday, the return of cars, which ran into the shares, the investors were released this time. All the main American scales sank, and Nasdaq composite that drank on the correction territory and lost after Trump’s election.

This could be because Trump seems to double the administration on the tariffs, even if he admits – and rejects – the consequences of such levies.

Trump pushed out the idea of ​​watching markets, causing an outrage in investors who dealt with “Trump’s attitude”, with the idea that the current president would prevent a steep fall in shares. In the meantime, US Minister of Scott Scott Bessent waved with the idea of ​​”cheap goods” as an integral part of the “American Dream”.

Tariff pause on some goods
Goods imported to the US from Canada and Mexico, which are in accordance with the North American trade agreement known as the USMacHe will be temporarily excluded from 25% of US President Donald Trump on both countries, a white house officer said on Thursday. This covers about 38% of Canadian imports and 50% of Mexican, states another official. The return will last until April 2.

The growth of exports in China slows down
Chinese exports from January to February rose 2.3% In the US dollars, a year earlier, they significantly underline expectations of 5% increase in Reuters survey. Is also much lower than growth 10.7% in December. Separately, Chinese Foreign Minister Wang Yi said that now they should not impose “arbitrary tariffs” or restore good will with hostility, and emphasized that two countries will be part of the world for a long time, demanding, “demanding” demanding “Quiet coexistence. “

USA create a strategic reserve of bitcoin
Trump on Thursday signed an executive command creating a Strategic Bitcoin reserve. Crypto and Czar David Sacks from the White House wrote in a post on x That the reserve will be funded solely by Bitcoin seized in cases of criminal and civic deprivation. In addition, the command establishes the American digital supply of assets, operated by the Ministry of Finance to hold the other seized cryptocurrency currency. Bitcoin prices have fallen to just $ 84,688.13 on the news because investors were disappointed We have no plans to buy currency.

‘Not watching the market’: Trump
Asked on Thursday if the decision to pause tariff was to many products from Canada and Mexico for a month because of the stock market, Trump said it was “not even looking at the market. “He added that in the long run” the United States would be very strong with what is happening here. “Trump also blamed the” globalist countries and companies that will not be well “for recent losses in stocks.

US Treasury Minister rejects ‘cheap goods’
US Minister Scott Beesent told the New York Economic Club on Thursday “said”Access to cheap goods Not the essence of American dream. “He added that Trump believes that the tariffs have three benefits: as a source of revenue for the Government, as a way of protecting industry and workers from unjust practices around the world, and as a” third leg towards a chair “, as Trump” uses it “to negotiate.”

More release than during the pandemic era
US Employers announced 172,017 dismissals In February, which is 245% compared to the previous month and the largest monthly number of July 2020 during the Coid Pandemic, the competent Challenger, Gray & Christmas reported on Thursday. More than one -third of the total number came from the effort of billionaire Elon Musk, with Trump’s blessing, to reduce the federal number. Challenger has been announced in total with a federal reduction in 62,242.

Markets become tired of tariff changes
US stocks crashed on Thursday On tariff fatigue. AND S & P 500 dropped 1.78% and Dow Jones industrial average lost 0.99%. AND Nasdaq composite 2.61% collapsed to enter the correction area, which means that it fell 10% from the recent maximum. The technological index also has deleted all of his own after the election. On Friday, Asian-Pacific Market followed Wall Street lower. Japanese Nikkei 225 dropped 2.25% as the yields of long -term bonds of Japan have increased to the highest level since 2008.

The European Central Bank reduces rates
European Central Bank on Thursday reduce interest rates by 25 base points and updated the language in her decision to say that monetary policy became “meaningful less restrictive.” The cut brings the ECB deposit rate, its key rate, up to 2.5% – the move that the markets had wide prices before the announcement. ECB President Christine Lagarda said that no members of the Governing Council had opposed the reduction, but one central bank was refrained.

[PRO] Semi -etf forms a horrible pattern
Early part 2025. He was not kind to the supplies of the semiconductor. ETF tracking of baskets of semiconductor companies has been two -cordful digits in the last month, unlike its 38.5% jump 2024. Last Semiconductor ETF movement formed a terrible sample of a chart – For the first time, it was done in more than two years – which could mean more problems.

Global bonds are sold out because investors respond to Trump’s Tariff Trump and German ‘Shift Paradigm’

Government borrowing costs have increased on Thursday around the world. Contributions to German state bonds have increased sharply, the yield on 10-year debt instruments added about 30 base points. A 10-year-old Bund yield, which is considered a measure of a wider euro zone, has grown at the beginning of Thursday trading before the trend is lower.

Deutsche Bank’s research strategist Jim Reid told clients on Thursday morning that German political shift of equipment helped to stimulate greater appetite for more risky assets in Europe. “There is no doubt that markets are pricing in a displacement of politics regimen once in a generation, which has led to a major risk move for European property,” he said.