nothing but fear and angst for

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Upswing118
2025-04-01

nothing but fear and angst for many nations but investors alike due to unpopulardecisions, whatever predictions on d market may just be flushed down the toilet.

just invest carefully!

"Liberation Day" Is Almost Here. What It Means for the Stock Market

‘Liberation Day’ is almost upon us—will it liberate the stock market bears?

"Liberation Day" Is Almost Here. What It Means for the Stock Market

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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{"i18n":{"language":"en_US"},"data":{"magic":2,"id":419744881418320,"tweetId":"419744881418320","gmtCreate":1743511833611,"gmtModify":1743511838400,"author":{"id":4087685930931350,"idStr":"4087685930931350","authorId":4087685930931350,"authorIdStr":"4087685930931350","name":"Upswing118","avatar":"https://static.tigerbbs.com/5ee810deeb4fd3c3d863b49cef1d9956","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":1,"individualDisplayBadges":[],"fanSize":114,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>nothing but fear and angst for many nations but investors alike due to unpopulardecisions, whatever predictions on d market may just be flushed down the toilet.</p>\n<p>just invest carefully!</p></body></html>","htmlText":"<html><head></head><body><p>nothing but fear and angst for many nations but investors alike due to unpopulardecisions, whatever predictions on d market may just be flushed down the toilet.</p>\n<p>just invest carefully!</p></body></html>","text":"nothing but fear and angst for many nations but investors alike due to unpopulardecisions, whatever predictions on d market may just be flushed down the toilet. just invest carefully!","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/419744881418320","repostId":2523946971,"repostType":2,"repost":{"id":"2523946971","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1743509731,"share":"https://ttm.financial/m/news/2523946971?lang=en_US&edition=fundamental","pubTime":"2025-04-01 20:15","market":"us","language":"en","title":"\"Liberation Day\" Is Almost Here. What It Means for the Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2523946971","media":"Dow Jones","summary":"‘Liberation Day’ is almost upon us—will it liberate the stock market bears?","content":"<html><head></head><body><p style=\"text-align: start;\">‘Liberation Day’ is almost upon us—will it liberate the stock market bears? </p><p style=\"text-align: start;\">Per President Donald Trump, April 2 will be Liberation Day for the U.S., the day that large tariffs are placed on imported goods. The public already got a taste of what may be to come last week, when 25% tariffs were announced on all cars manufactured overseas, causing General Motors to fall 6.3% and Ford Motor to fall 2.8%. </p><p>It’s a make or break moment for the stock market and no one, perhaps not even Trump himself, knows what’s to come. There’s hopes that the levies will be small and targeted in their execution, but also reports that the administration is considering placing 20% tariffs across the board. The latter is almost certainly not reflected in the S&amp;P 500, which is down just 5% this year. The index was set for a lower open on Tuesday, with one day to go until Trump announces his plans.</p><p>For U.S. companies, the problem starts with earnings. Estimates for this year have slipped from about $272 at the start of the year to about $268 now, but high tariffs will almost certainly raise costs and eat into margins, suggesting that earnings have a lot more room to fall. And that is before any hit to profits if the economy should slow down as a result of Trump’s policies. </p><p>There doesn’t appear to be many places to hide. The energy sector, up nearly 8%, has been the best performer this year, but is a tiny sliver of the stock market and likely underowned. Health care has gained 5%, but has been giving back gains in recent weeks and was also unloved heading into 2025. The consumer discretionary sector, home to Amazon and Tesla, and technology, with massive exposure to Apple, Microsoft, and Nvidia, are down more than 10%, and are doing most of the damage.</p><p>The question now: Is this a dip to buy? RenMac’s Jeff deGraaf notes that April is historically the second-strongest month for stocks, with the S&amp;P 500 finishing higher nearly two-thirds of the time. He also points out that sentiment has gotten so bad that it’s “created good news in the positioning data.” Others aren’t so sure. 22V’s Dennis DeBusschere, who has been leaning bullish, wrote over the weekend that PCE data show consumers saving more, which suggests that “dismissing the consumer confidence data is harder and that negative feedback loop risk is higher than we thought. This does not mean a recession is now a base case, but the direction of travel is not encouraging.”</p><p style=\"text-align: start;\">Perhaps April 2 will turn out to be a catalyst for the next rally, a sell the rumor, buy the news event, if you will. That seems to be what many are expecting, according to Nicholas Colas, co-founder of DataTrek Research. “From our perch in midtown Manhattan and many conversations with market ‘pros,’ we can tell you that there are expectations for a short-term rally in US stocks after the administration announces its reciprocal tariff regime on April 2,” he writes. “This will provide some much-needed clarity and perhaps even slow down the drip of daily news on the issue. Then, so this bullish thinking goes, the market narrative can finally shift to more business-friendly topics like tax cuts and deregulation.”</p><p style=\"text-align: start;\">It certainly refuses to go down without a fight. The S&amp;P 500 finished up 0.6% on Monday after being down as much as 1.7%, its biggest reversal since 2022. The Dow, meanwhile, rose 417.86 points, or 1%, after being down more than 400 points.</p><p style=\"text-align: start;\">The folks at MI2 reserarch are worried investors are too optimistic. “Unfortunately, we fear that things could be about to get a lot worse,” they write. “That’s because the current stagflationary backdrop is kryptonite for equities. Moreover, we are starting to get worried about US investors, who believed they had a pro-Wall Street Administration and have yet to reduce their risk. As their anger and sense of betrayal builds, there is a risk that Liberation Day could trigger a real market flush.”</p><p style=\"text-align: start;\">I sure hope that is not the case. Just don’t overlook the possibility that tariffs will be the shock that ends this bull market once and for all.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>\"Liberation Day\" Is Almost Here. What It Means for the Stock Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n\"Liberation Day\" Is Almost Here. What It Means for the Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-04-01 20:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">‘Liberation Day’ is almost upon us—will it liberate the stock market bears? </p><p style=\"text-align: start;\">Per President Donald Trump, April 2 will be Liberation Day for the U.S., the day that large tariffs are placed on imported goods. The public already got a taste of what may be to come last week, when 25% tariffs were announced on all cars manufactured overseas, causing General Motors to fall 6.3% and Ford Motor to fall 2.8%. </p><p>It’s a make or break moment for the stock market and no one, perhaps not even Trump himself, knows what’s to come. There’s hopes that the levies will be small and targeted in their execution, but also reports that the administration is considering placing 20% tariffs across the board. The latter is almost certainly not reflected in the S&amp;P 500, which is down just 5% this year. The index was set for a lower open on Tuesday, with one day to go until Trump announces his plans.</p><p>For U.S. companies, the problem starts with earnings. Estimates for this year have slipped from about $272 at the start of the year to about $268 now, but high tariffs will almost certainly raise costs and eat into margins, suggesting that earnings have a lot more room to fall. And that is before any hit to profits if the economy should slow down as a result of Trump’s policies. </p><p>There doesn’t appear to be many places to hide. The energy sector, up nearly 8%, has been the best performer this year, but is a tiny sliver of the stock market and likely underowned. Health care has gained 5%, but has been giving back gains in recent weeks and was also unloved heading into 2025. The consumer discretionary sector, home to Amazon and Tesla, and technology, with massive exposure to Apple, Microsoft, and Nvidia, are down more than 10%, and are doing most of the damage.</p><p>The question now: Is this a dip to buy? RenMac’s Jeff deGraaf notes that April is historically the second-strongest month for stocks, with the S&amp;P 500 finishing higher nearly two-thirds of the time. He also points out that sentiment has gotten so bad that it’s “created good news in the positioning data.” Others aren’t so sure. 22V’s Dennis DeBusschere, who has been leaning bullish, wrote over the weekend that PCE data show consumers saving more, which suggests that “dismissing the consumer confidence data is harder and that negative feedback loop risk is higher than we thought. This does not mean a recession is now a base case, but the direction of travel is not encouraging.”</p><p style=\"text-align: start;\">Perhaps April 2 will turn out to be a catalyst for the next rally, a sell the rumor, buy the news event, if you will. That seems to be what many are expecting, according to Nicholas Colas, co-founder of DataTrek Research. “From our perch in midtown Manhattan and many conversations with market ‘pros,’ we can tell you that there are expectations for a short-term rally in US stocks after the administration announces its reciprocal tariff regime on April 2,” he writes. “This will provide some much-needed clarity and perhaps even slow down the drip of daily news on the issue. Then, so this bullish thinking goes, the market narrative can finally shift to more business-friendly topics like tax cuts and deregulation.”</p><p style=\"text-align: start;\">It certainly refuses to go down without a fight. The S&amp;P 500 finished up 0.6% on Monday after being down as much as 1.7%, its biggest reversal since 2022. The Dow, meanwhile, rose 417.86 points, or 1%, after being down more than 400 points.</p><p style=\"text-align: start;\">The folks at MI2 reserarch are worried investors are too optimistic. “Unfortunately, we fear that things could be about to get a lot worse,” they write. “That’s because the current stagflationary backdrop is kryptonite for equities. Moreover, we are starting to get worried about US investors, who believed they had a pro-Wall Street Administration and have yet to reduce their risk. As their anger and sense of betrayal builds, there is a risk that Liberation Day could trigger a real market flush.”</p><p style=\"text-align: start;\">I sure hope that is not the case. Just don’t overlook the possibility that tariffs will be the shock that ends this bull market once and for all.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4511":"特斯拉概念","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","BK4585":"ETF&股票定投概念","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4534":"瑞士信贷持仓","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD",".DJI":"道琼斯","BK4566":"资本集团","LU0477156797.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"RE\" (USD) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC",".IXIC":"NASDAQ Composite","LU2063271972.USD":"富兰克林创新领域基金","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4543":"AI",".SPX":"S&P 500 Index","BK4559":"巴菲特持仓","BK4596":"哈里斯概念","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4574":"无人驾驶","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","BK4604":"机器人概念","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","BK4581":"高盛持仓","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","BK4527":"明星科技股"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2523946971","content_text":"‘Liberation Day’ is almost upon us—will it liberate the stock market bears? Per President Donald Trump, April 2 will be Liberation Day for the U.S., the day that large tariffs are placed on imported goods. The public already got a taste of what may be to come last week, when 25% tariffs were announced on all cars manufactured overseas, causing General Motors to fall 6.3% and Ford Motor to fall 2.8%. It’s a make or break moment for the stock market and no one, perhaps not even Trump himself, knows what’s to come. There’s hopes that the levies will be small and targeted in their execution, but also reports that the administration is considering placing 20% tariffs across the board. The latter is almost certainly not reflected in the S&P 500, which is down just 5% this year. The index was set for a lower open on Tuesday, with one day to go until Trump announces his plans.For U.S. companies, the problem starts with earnings. Estimates for this year have slipped from about $272 at the start of the year to about $268 now, but high tariffs will almost certainly raise costs and eat into margins, suggesting that earnings have a lot more room to fall. And that is before any hit to profits if the economy should slow down as a result of Trump’s policies. There doesn’t appear to be many places to hide. The energy sector, up nearly 8%, has been the best performer this year, but is a tiny sliver of the stock market and likely underowned. Health care has gained 5%, but has been giving back gains in recent weeks and was also unloved heading into 2025. The consumer discretionary sector, home to Amazon and Tesla, and technology, with massive exposure to Apple, Microsoft, and Nvidia, are down more than 10%, and are doing most of the damage.The question now: Is this a dip to buy? RenMac’s Jeff deGraaf notes that April is historically the second-strongest month for stocks, with the S&P 500 finishing higher nearly two-thirds of the time. He also points out that sentiment has gotten so bad that it’s “created good news in the positioning data.” Others aren’t so sure. 22V’s Dennis DeBusschere, who has been leaning bullish, wrote over the weekend that PCE data show consumers saving more, which suggests that “dismissing the consumer confidence data is harder and that negative feedback loop risk is higher than we thought. This does not mean a recession is now a base case, but the direction of travel is not encouraging.”Perhaps April 2 will turn out to be a catalyst for the next rally, a sell the rumor, buy the news event, if you will. That seems to be what many are expecting, according to Nicholas Colas, co-founder of DataTrek Research. “From our perch in midtown Manhattan and many conversations with market ‘pros,’ we can tell you that there are expectations for a short-term rally in US stocks after the administration announces its reciprocal tariff regime on April 2,” he writes. “This will provide some much-needed clarity and perhaps even slow down the drip of daily news on the issue. Then, so this bullish thinking goes, the market narrative can finally shift to more business-friendly topics like tax cuts and deregulation.”It certainly refuses to go down without a fight. The S&P 500 finished up 0.6% on Monday after being down as much as 1.7%, its biggest reversal since 2022. The Dow, meanwhile, rose 417.86 points, or 1%, after being down more than 400 points.The folks at MI2 reserarch are worried investors are too optimistic. “Unfortunately, we fear that things could be about to get a lot worse,” they write. “That’s because the current stagflationary backdrop is kryptonite for equities. Moreover, we are starting to get worried about US investors, who believed they had a pro-Wall Street Administration and have yet to reduce their risk. As their anger and sense of betrayal builds, there is a risk that Liberation Day could trigger a real market flush.”I sure hope that is not the case. Just don’t overlook the possibility that tariffs will be the shock that ends this bull market once and for all.","news_type":1,"symbols_score_info":{".SPX":1.1,".DJI":0.9,".IXIC":0.6}},"isVote":1,"tweetType":1,"viewCount":2556,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":155,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}