Traders work on the floor of the New York Stock Exchange on March 28, 2025 in New York.
Spencer Platt Getty images
Monday was the last commercial day of the quarter. During this period, American supplies during this period: both the S&P 500 composite and Nasdaq broke their five -pressure victorious streaks and suffered the heaviest three -month losses since 2022. Nasdaq remains on the territory of correction.
But these will not be the last sets of the nest. Mutual tariffs for “all countries” will start on Wednesday, said US President Donald Trump on Sunday. While Trump described the beginning of his tariffs as a “day of liberation”, others do not see it in completely glowing categories.
Goldman Sachs, for example, reduced his forecast for the US economic growth and raised his expectations for the inflation rate in 2025, suggesting the possibility of staglation. And if not stagflation – recession. Giant Wall Street also lowered for S&P 500, respectively.
If the first quarter of the year were bumpy, the second could be much more treacherous.
What you need to know today
Tariffs for “all countries”
US President Donald Trump said his mutual tariff would be Target ”All countries“When they are announced on Wednesday. He clearly rejected the suggestions that the tariffs would apply only to” dirty 15 ” – a group of countries they constitute 15% of the trade volume in the USA imposing strong tariffs on American goods. Goldman Sachs he raised it The probability of recession in the next 12 months up to 35% from 20% due to Trump tariffs.
The tariffs will hardly hit Japanese car manufacturers
Asian car manufacturers shares have been going on since Trump announcement Last Wednesday about sweeping 25% tariffs for cars “not made in the USA” Japanese car manufacturers are in tragic strait – cars were the country's highest export to the USA in 2024. Based on customs data. Among these companies, Toyota It will probably be The worst hit, taking into account the huge sales in the USAAccording to an analyst from the FROST & Sullivan research company.
Bloody quarter for American actions
American markets traded mixed Mondaylimiting the gloomy first quarter. . S&P 500 increased by 0.55%, the Industrial average Dow Jones increased by 1%, but NASDAQ composite fell by 0.14%. In the S&P 500 quarter, it fell by 4.6%, Dow lost 1.3%, and Nasdaq fell by 10.4%. Asia-Pacific increased on Tuesday. Australia S&P/ASX 200 increased by more than 1% as a central bank of the country kept interest rates at 4.1%As expected. Japan Nikkei 225 He floated around the flat line after falling on the correction of the previous day.
Humoncible Funding Funding Openai
Openai announced on Monday that he closed Financing round $ 40 billion – The largest round of financial financing of technology – which values the CHATGPT manufacturer for $ 300 billion, including a fresh capital. Japan Softbank He runs a round with $ 30 billion and joins them MicrosoftAltimeter and prosper. However, financing would reduce to $ 30 billion If OpenAI does not restructure to a unit focused on profit until December 31, CNBC confirmed.
Do you also cut Tesla's money?
Tesla warehouse fell by 36% in the first three months of the yearHis worst quarter from 2022, when the shares cracked 54%. The Tesla drop in the first quarter destroyed market capital by over $ 460 billion. CEO Elon Musk confirmed at the Town Hall in Wisconsin, USA that his role in the so -called government department is Creating slack against Tesla and wrestling inventory.
(Pro) Goldman limits the S&P forecast
In addition to lowering the forecast for economic growth Goldman Sachs reduced his projection According to where, according to S&P 500 it will be at the end of 2025. Study of CNBC market strategists.
And finally …
The Taiwan staff of the coast guard works on the ship off the coast of Nangan Township, on the islands of Matsu on October 15, 2024, the day after China conducted military military exercises “Common Miecz-2024b” around Taiwan.
Daniel Ceg AFP Getty images
China begins military exercises near Taiwan, warns the “independence” of the island means war
On Tuesday, the Chinese army said that the forces of the army, navy and rockets began a joint exercise off the coast of Taiwan, in what described as a “severe warning” against forces that want to undermine peace in the Strait on Taiwan.
Military exercises, aimed at “closing Taiwan from many directions”, are a “decisive punishment” for “provocations of the administration of President Lai Ching-Te,” said Zhu Fenglian, spokesman for the Chinese Taiwanese Taiwanese office.
Exercises focused on practicing seizures for marine and ground purposes, as well as blockades of key sea areas and belts to test their soldiers' common operational capabilities, said the senior colonel Shi Yi in a statement published by the People's Army of Liberation.