Hello everyone, it’s April 25, 2025. We’re closing in on Trump’s 100-day mark back in the White House, and if there’s one word to sum up his impact on markets: chaos. With 137 executive orders signed already, he’s turned global markets into a high-stakes rollercoaster though this week saw signs of recovery, confidence remains fragile, and volatility is still running the show.
The main trigger? You guessed it: Trump and his tariff diplomacy. After weeks of U-turns, threats, and
TWTR meltdowns, he’s finally announced that talks with China have begun. That was enough to send the 
SPY up 2%, pull the 
NQ1! out of correction territory (+2.74%), and ignite a 5.63% jump in the Philadelphia Semiconductor Index, even though it’s still miles below its all-time high.
XAUUSD is sitting at $3,332, 
WTI hovers around $63.21, and 
BTCUSD has skyrocketed to $93,200. Not bad for a week that started in total disarray.
Now here’s where things get fishy: US indices started climbing before Trump’s announcement—classic “somebody knew something.” Insider trading? Just your average Thursday. And while Trump claims talks are underway, the Chinese side played coy, denying any ongoing negotiations. Either someone’s lying, or the talks are happening over dim sum in DC.
Beyond geopolitics,
GOOG crushed earnings expectations and added a juicy dividend and 
70B in buybacks, exploding 6% after-hours. Meanwhile, 
INTC flopped—flat profits, poor outlook, and a CEO trying to turn cost-cutting into a growth story. The market wasn’t buying it: down 5.7% after-hours.
NOW , though, is living its best life. Strong results, AI momentum, and federal contracts boosted shares 15%. Other names like 
PEP , 
PG , and 
AAL warned on the future thanks to—you guessed it—political and economic uncertainty.
On the macro front,
USIJC (US jobless claims) ticked higher, inflation seems to be cooling, and if next week’s PCE and employment data confirm the slowdown, the Fed might just blink and cut rates in May. Market hopes are pinned on Powell holding steady—unless, of course, Trump decides to live-tweet through it.
Futures are up 0.37% (
ES1! ) this morning, signaling optimism—possibly misplaced—in Trump’s “friendly” overtures toward China. Let’s just say we’re one golf game away from another market tantrum.
Enjoy your weekend, stay alert, and cross your fingers for a quiet Sunday tweet-wise.
The main trigger? You guessed it: Trump and his tariff diplomacy. After weeks of U-turns, threats, and
TWTR meltdowns, he’s finally announced that talks with China have begun. That was enough to send the SPY up 2%, pull the NQ1! out of correction territory (+2.74%), and ignite a 5.63% jump in the Philadelphia Semiconductor Index, even though it’s still miles below its all-time high.XAUUSD is sitting at $3,332, WTI hovers around $63.21, and BTCUSD has skyrocketed to $93,200. Not bad for a week that started in total disarray.Now here’s where things get fishy: US indices started climbing before Trump’s announcement—classic “somebody knew something.” Insider trading? Just your average Thursday. And while Trump claims talks are underway, the Chinese side played coy, denying any ongoing negotiations. Either someone’s lying, or the talks are happening over dim sum in DC.
Beyond geopolitics,
GOOG crushed earnings expectations and added a juicy dividend and 70B in buybacks, exploding 6% after-hours. Meanwhile, INTC flopped—flat profits, poor outlook, and a CEO trying to turn cost-cutting into a growth story. The market wasn’t buying it: down 5.7% after-hours.NOW , though, is living its best life. Strong results, AI momentum, and federal contracts boosted shares 15%. Other names like PEP , PG , and AAL warned on the future thanks to—you guessed it—political and economic uncertainty.On the macro front,
USIJC (US jobless claims) ticked higher, inflation seems to be cooling, and if next week’s PCE and employment data confirm the slowdown, the Fed might just blink and cut rates in May. Market hopes are pinned on Powell holding steady—unless, of course, Trump decides to live-tweet through it.Futures are up 0.37% (
ES1! ) this morning, signaling optimism—possibly misplaced—in Trump’s “friendly” overtures toward China. Let’s just say we’re one golf game away from another market tantrum.Enjoy your weekend, stay alert, and cross your fingers for a quiet Sunday tweet-wise.
Penafian
Maklumat dan penerbitan adalah tidak dimaksudkan untuk menjadi, dan tidak membentuk, nasihat untuk kewangan, pelaburan, perdagangan dan jenis-jenis lain atau cadangan yang dibekalkan atau disahkan oleh TradingView. Baca dengan lebih lanjut di Terma Penggunaan.
Penafian
Maklumat dan penerbitan adalah tidak dimaksudkan untuk menjadi, dan tidak membentuk, nasihat untuk kewangan, pelaburan, perdagangan dan jenis-jenis lain atau cadangan yang dibekalkan atau disahkan oleh TradingView. Baca dengan lebih lanjut di Terma Penggunaan.