Daily Market Insight

• Trump excludes smartphones and computers from latest tariffs • US PPI unexpectedly fall in March • German investor outlook sinks amid US trade turmoil • China orders Boeing jet delivery halt as trade war expands • Chinese exports surge before US tariffs set to disrupt trade • US Dollar rebounds modestly but uncertainty looms over long-term prospects

• Trump sees ‘transition problems’ with China tariffs at 145% • US inflation unexpectedly slows down ahead of tariffs impact • US weekly jobless claims see a slight increase • China’s consumer deflation persists as trade war poses new risks • The dollar drops amid increased uncertainty over tariffs

• Trump pauses tariff hikes for 90 days, but raises tariff rates on China • Minutes show Fed officials worried over stagflation risk • EU adopts tariffs on €21 billion of US goods in metals fight • The US dollar rebounded after President Trump announced a pause on tariffs

• US sets up tariff discussions but plans a 104% tariff on China • US small-business optimism declines by most since mid-2022 • Fed’s Daly says policy Is in good place during trade uncertainty • The dollar faced pressure as the White House imposed new tariffs on China

• US employment strengthens ahead of tariff impact • Powell says the Fed is not rushing to cut rates at the May FOMC • Trump threatens additional 50% levy on China • Thai CPI dipped below the central bank's range in March • The dollar bounces off lows after the NFP report and Powell's speech

• US ISM services weakens as employment drops the most since 2023 • US continuing jobless claims rise to highest since November 2021 • ECB officials viewed a rate cut or pause as potential options for April • China's Caixin services PMI growth outpaced expectations in March • The dollar lost its safe-haven appeal as US growth worries from tariffs

• Trump's tariffs impact all countries, with Asia and Europe hit hardest • ADP data added 155,000 jobs, beating the forecast • US factory orders rise solidly in February • US dollar declines as markets evaluate Trump's statements

• US manufacturing activity contracts for the first time in 2025 • US job openings fall, layoffs steady in slowing labor market • Euro-Zone inflation cools as ECB weighs rate-cut pause • China private manufacturing PMI gauge tops forecasts despite Trump tariffs • The dollar held steady after a volatile session with weak data

• Chicago PMI shows unexpected growth • German inflation falls short of expectations in March • Japan’s businesses show resilience • China PMI rose ahead expected Trump tariffs • The US dollar holds steady as the week kicks off

• Core PCE beat expectations, while real consumer spending barely grew • Michigan consumer sentiment dips below forecast for another month • French and Spanish inflation undershoot, backing ECB Cuts • UK retail sales rise again and beat expectation • The dollar drops on growth concerns ahead of the tariff announcement