The author explores equity market valuation changes immediately following each Trump tariff announcement. Click to read.

Trump tariffs have had an immediate impact on the stock market, with a huge bond fund sell-off, while more bullish investors have been buying the dip in US equities. US president Donald Trump rattled stock markets last month when he announced a series of new trade tariffs.

Trade tensions mark a significant geopolitical shift, rivaling post-WWII changes. While daily intensity fluctuates, core economic and political drivers could endure. Grasping tariff effects helps investors navigate these structural shifts.

The S&P 500 ended its longest winning streak in two decades due to investor reactions to President Trump's tariff announcement and anticipation of the Federal Reserve's policy decision. Several major stocks fell,

US stock futures paused their rally as investors focused on a key inflation report and lingering economic concerns, even after the trade truce between the US and China.

AI cloud software company CoreWeave ( CRWV 7.13%) went public in late March, so this was its first earnings report as a publicly traded company. Investors were especially excited to see if the company would sustain its breathtaking growth rate and also had questions about CoreWeave's customer concentration.

The response of bitcoin prices to the destabilizing announcement of U.S. tariffs in April suggests the digital asset may be achieving one of its fundamental promises, says Hashdex’s Gerry O’Shea.

The U.S. dollar weakened against major currencies due to uncertainty over President Trump's tariff policies and potential U.S. economic impacts. Asian and European currencies strengthened against the dollar,

Stocks remain sharply higher midday as investors celebrate an agreement by the U.S. and China over the weekend to cut tariffs on each other for 90 days. The de-escalation shows President Donald Trump "listened to the critics,

During their latest quarterly meetings with investors, thousands of business leaders talked primarily about three topics: tariffs, uncertainty, and agentic artificial intelligence.