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Federal Reserve's Barr warns: tariffs raise inflation and slow down the economy, the Federal Reserve may find itself in a dilemma.
1. Federal Reserve Board member Michael Barr warned that the trade policies of the Trump administration could raise inflation, slow economic growth, and increase unemployment, posing challenges for policymakers; 2. Barr believes that tariffs may disrupt global supply chains, creating sustained upward pressure on inflation and potentially exacerbating supply chain chaos.
The "dollar hegemony" shows cracks in Asia: "de-dollarization" is accelerating and the renminbi is being embraced!
① With last month's unpredictable tariff policies by Trump triggering a wave of asset sell-offs in the USA, a fresh wave of "de-dollarization" is taking root in Asia... ② Multiple signs indicate that the demand for currency derivatives that bypass the dollar is rising among banks and brokers in the Asia region, as trade tensions have added urgency to the shift towards de-dollarization that has been happening for many years.
Trump wants to amend AI Chip export controls? The U.S. Department of Commerce: Simplifying the 'Biden rules' is beneficial for innovation!
① A spokesperson for the USA Department of Commerce stated that President Trump plans to lift the restrictions on the export of advanced AI Chips instituted during the Biden administration, claiming that Biden's rules are overly complex and will hinder innovation in the USA; ② In January of this year, Biden released the "AI Diffusion Export Control Framework," establishing a "three-tier licensing system" for AI Chips, which limits the amount of advanced AI Chips accessible to various countries and regions.
The largest stock buyback frenzy in history has arrived! In the midst of uncertainty, companies choose to "buy the dip" on themselves.
According to Deutsche Bank, S&P 500 Index constituent companies are expected to buy back $192 billion worth of Stocks in the coming months, the highest single-week record since 1995. Under the shadow of uncertainties such as trade tariffs, companies prefer to deploy large Cash reserves through buybacks.
FOMC Preview: When Will Powell Turn Dovish Amid Tariff Tensions?
Despite the tariff disputes, should one still stick to U.S. stocks? Morgan Stanley provides five major investment recommendations.
① Should one choose Large Cap stocks or Small Cap stocks? Should one choose industrial stocks or Consumer stocks? Should one still remain committed to U.S. stocks? ② Morgan Stanley U.S. stock strategist Wilson offers five investment recommendations to investors to address Global trade risks.
