After a sharp selloff in equity markets triggered by Trump-initiated trade wars, a glimmer of optimism emerged last Friday, as stocks staged a rebound. The catalyst? A combination of cooling inflation data and unexpectedly soft retail sales figures, which together hint that the U.S. Federal Reserve might pivot toward rate cuts sooner than expected. With trade tensions still simmering, investors are navigating a landscape shaped by macroeconomic shifts and monetary policy speculation. Let’s dive into the latest developments, explore their implications, and highlight trends for investors to watch.
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