The U.S. stock market is experiencing a bear market! Under the impact of Trump's tariffs, foreign capital is withdrawing, and GDP forecasts have turned from positive to negative, indicating that the economy is expected to enter a recession this year.
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Trump's tariff policy has impacted the U.S. stock market, leading the economic forecast for the United States to shift from positive to negative, which may result in a recession this year. JPMorgan predicts that the U.S. GDP growth rate will decline to -0.3%, and the unemployment rate will rise to 5.3%. Consequently, the U.S. stock market plummeted in just two days, with a market value loss of $5.4 trillion, entering a bear market. Investors need to pay attention to the risk of stagflation, as the Federal Reserve may start to accelerate interest rate cuts from June.
Trump's tariff policy has dealt a heavy blow to global stock markets, leading to a bear market in the U.S. stock market, and foreign investors have lowered their growth expectations for the U.S. economy. A recent report from JPMorgan indicates that Trump's global tariff measures will push the U.S. into recession this year.
Investors need to pay attention to the risks of stagflation, as the U.S. Federal Reserve may be forced to accelerate its rate-cutting process. In this report, JPMorgan has revised its U.S. economic growth forecast down from 1.3% to -0.3%, with expectations for the unemployment rate to rise to 5.3%. Following the announcement of the tariff policy, the U.S. stock market plummeted significantly within just two days, with the S&P 500 index hitting its lowest point in nearly 11 months, losing $5.4 trillion in market value over two trading days, officially entering a bear market.
Concerns in the investment community regarding stagflation are increasing, as the phenomenon of simultaneous economic stagnation and inflation may soon become a reality. JPMorgan forecasts that the Federal Reserve will start cutting rates in June of this year, with potential rate cuts at every meeting until January of next year, with the benchmark rate expected to drop from the current 4.25%-4.5% to between 2.75%-3%.
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- A detailed analysis of the low point of 19,500 for Taiwan stocks and the exchange rate of the Taiwan dollar, along with trends in capital hedging.