Insights 
VT 
Monthly Archives: March 2025
According to Nomura, Beijing’s restrained tariff response is sensible, given limited import alternatives available
Written on March 29, 2025 at 10:21 am, by davin
China’s strategic response to U.S. tariffs aims to protect economic stability amid limited import substitution options.
Elon Musk merges X with xAI, valuing X at £33 billion and xAI at £80 billion
Written on March 29, 2025 at 9:51 am, by davin
Elon Musk merges X with xAI, valuing X at $33B and xAI at $80B amid concerns.
Despite positive developments, the US dollar weakened amid a stock market decline and uncertainty
Written on March 29, 2025 at 9:21 am, by davin
US dollar weakened as markets fell; gold surged; PCE data rose slightly; consumer sentiment and tariffs eyed.
Willing to negotiate tariffs, Trump plans to reveal pharmaceutical tariffs shortly, though uncertainty remains
Written on March 29, 2025 at 8:51 am, by davin
Trump signals openness to tariff negotiations, with new pharmaceutical tariffs expected; trade policy details remain uncertain.
Carney indicated Trump’s lack of tariff concessions, highlighting respect for Canada and future discussions uncertainty
Written on March 29, 2025 at 8:21 am, by davin
Trump made no tariff concessions; Canada insists agricultural supply management is non-negotiable in future talks.
Tariff concerns and weak consumer data led to poor US equity performance, with steep declines observed
Written on March 29, 2025 at 7:51 am, by davin
US stock indexes fell sharply; S&P 500 posts worst quarterly loss since Q3 2022 amid broad declines.
Trade tensions between Canada and the US may ease due to recent diplomatic developments and economic realities
Written on March 29, 2025 at 7:21 am, by davin
President Trump signals optimism on Canada-US trade; Carney acknowledges past integration’s end, seeks beneficial new terms.
Daly expressed diminished confidence in her forecasts after analysing the latest PCE report
Written on March 29, 2025 at 6:21 am, by davin
Mary Daly reevaluates rate cut predictions after unexpected PCE data shakes her economic outlook and confidence.
Today’s stock market decline could prove beneficial, with tariffs creating heightened uncertainty and pressure mounting
Written on March 29, 2025 at 4:51 am, by davin
Stocks fall amid tariff concerns; S&P 500 drops 2%, Nasdaq 2.7%, highlighting ongoing market uncertainty.
Trump is confident about tariffs on Canada, believing relations will improve with various nations
Written on March 29, 2025 at 4:21 am, by davin
Trump hopeful on Canada ties after Carney talk, eyes stronger alliances and less talk of 51st state.
