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4/10/25 Roundup: Tariffs, Treasuries, & the New Monetary Order

4/10/25 Roundup: Tariffs, Treasuries, & the New Monetary Order

We’re wrapping up a week of breathtaking volatility. The White House launched an aggressive tariff push on April 2nd, spurring a steep slide in equities and triggering bond yield spikes over the following three market sessions. A rumored tariff pause on Tuesday the 8th initially sparked a market rally, only to reverse dramatically when the tweet was debunked. Then yesterday, President Trump announced a 90-day pause on all tariffs—lowering them to a 10% floor for most countries but jacking up China’s rate to 125%. This latest twist unleashed one of the largest single-day stock rallies in recent history.

Brian Cubellis

Brian Cubellis | Head of Strategy & Research

Apr 10, 2025

Roundup: Post Tariff Stress Disorder

Roundup: Post Tariff Stress Disorder

President Trump’s newly unveiled tariffs have further extended the uncertainty and volatility that had been building in anticipation of these measures, as investors now grapple with potential retaliation, disrupted supply chains, and evolving economic data. The U.S. has embarked on one of its most sweeping protectionist policies since the 1930s, with the stated goals of reshoring manufacturing in America and raising external revenues to offset the need for income taxes (plus perhaps the unstated goal of causing enough economic disruption to force the Federal Reserve’s hand to cut interest rates).

Brian Cubellis

Brian Cubellis

Apr 3, 2025

Roundup: America Embraces Bitcoin

Roundup: America Embraces Bitcoin

On  Under the order, seized bitcoin from criminal and civil forfeiture proceedings will seed the reserve, while the Treasury and Commerce Departments explore 

Brian Cubellis

Brian Cubellis

Mar 31, 2025