Markets prefer specific definitions

The US Federal Trade Court appears to be hit by “mutual” definitions of President Donald Trump on a wide range of countries, on the surface, a positive development everywhere. Lack of definitions leads to cheaper commodities, and it is likely to be more spending on consumers and the height of corporate revenues, which tends to return to stock prices.

However, this ideal scenario depends on the assumption that the court’s decision is final and that the Trump administration does not have other ways to restore its muscular commercial policies.

The events showed us on Thursday that this is not the case. The Court of Appeal temporarily stopped the rule of customs tariffs To allow the Trump administration to respond to the case. “Even if we lose, we will do it in another way,” Trump’s trade advisor, Peter Navro, told reporters at the White House on Thursday afternoon.

This uncertainty can lead to markets and commercial negotiations with countries. If the customs tariff can appear and get out of existence based on political and judicial decisions, how do countries discuss commercial deals, and how does investors allocate their capital efficiently? In fact, the S&P 500 rose nearly 0.9 % when trading began, but it decreased sharply after the Trump administration said it might ask the Supreme Court to stop the ruling of the Federal Trade Court.

“In general, the markets do not like uncertainty, because it makes prediction more difficult,” He said Larry Tentarelli, founder of the Trend Daily Trend Blue Chip report. “We expect the customs tariff news course an extended process, which can lead to high -term fluctuations.”

In other words, if there is a specific global tariff of 10 % – while it is still an undeniable tax – its guarantee may be better for markets and economies worldwide in the long run.

Trump’s mutual tariffs have been re -currently
American federal court On Thursday, the Trump administration request was granted to Temporary stops less than the court Which – which to hit Most of the Trump tariff. Trump officials assert that they have Other options To impose definitions, even if it does not prevail in the case. Earlier in the day, the White House said it would seek.Emergency reliefFrom the Supreme Court if the ruling does not stop.

The US market gains were crowned with the customs tariff
American stocks rose on Thursday. They have been moved before Nafidia – Which rose 3.3 % on Positive profits – But more gains were hindered due to uncertainty about the definitions. the S & P 500 He added 0.4 %, and Dow Jon’s industrial average Earn 0.28 % and Nasdak 0.39 % increased. Europe Stoxx 600 index 0.19 % slide Germany Laxative It lost 0.44 % – but the latter is still More than 20 % years until now.

The average decisions cannot be on the first Powell
I met the President of the Federal Reserve, Jerome Powell Trump Thursday, according to a statement issued by the US Central Bank. “President Powell did not discuss his expectations for monetary policy,” the statement said. However, Powell “emphasized that the path of policy will depend entirely on the economic information received and what this means for expectations” – mainly, the interest rates cannot be affected by politics.

SEC has dropped a lawsuit against Binance
His Supreme Education Council A lawsuit against Bennes officially dropped And the founder Changing Chau, who was It was first brought in June 2023. The case accused the exchange of encryption to American users illegally, and the amplification of trading volumes and customer funds. The chapter represents a symbolic end of the agency’s encryption and comes at a time when the Trump administration is trying to prove that it is an industry ally.

(Pro) European sectors to play: Jpmorgan
European stocks have achieved better than those in the United States so far this year. Jpmorgan Analysts believe that the trend can continue, as non -American markets are “increasingly increasingly” against their American counterparts for the next 12 to 18 months. Here is the bank Favorite sectors for this period.

Musk-Altman AI competes with Trump’s deals in the Middle East

Elon Musk tried to go out of the track artificial intelligence CNBC confirmed that the infrastructure in the Middle East after learning that the startup, Xai, would be excluded from the initiative.

Earlier this month, Openai, Oracleand Nafidiaand Cisco Emirati G42 announced plans to build a sweeping Stargate AI campus In the United Arab Emirates. Musk was disappointed because Openai, led by his personal rival Sam, was exploited for the deal, and interfered in an attempt to involve Xai, a person familiar with the issue that asked not to name in order to speak freely.

Musk argued that Trump will not agree to the deal. This announcement was delayed several days ago, as stakeholders, including the White House, treated with the reaction from Musk, who participated in a general and legal dispute with Altman and Openai.