Paper Gains
Easter Tariff Retaliation! [LIVE]
4/21/2025, 5:53:33 PM
Economic Summary
- Trade war escalating with new U.S. tariffs on China
- Huawei seen as potential NVIDIA competitor
- Oil rebound on hopes of renewed US-China trade talks
- Dollar at three-year low due to tariff concerns
- Gold at all-time highs as stagflation play
- Powell downplays tariff-driven inflation concerns
- Upcoming economic data includes PMI, Beige Book, durable goods, consumer sentiment
Bullish
- Gold and silver showing strength in stagflation
- Possible upside from record-breaking buyback announcements
- Long-term shopping opportunities at deep lows
- Amazon attractive near 150 support zone
- Amphenol as a stable picks-and-shovels AI play
Bearish
- COVID-level market uncertainty persists
- Tariffs may increase corporate costs, leading to layoffs or price hikes
- Antitrust lawsuits could weigh on Meta's stock
- Bond market not attracting safe-haven flows
- Stagflation environment hurting most asset classes except gold
- NVIDIA chart suggests possible drop towards $50 support
- Palantir failing key moving averages and overhead supply
- CrowdStrike near breakdown from prior disaster zone
- Tesla losing key support with potential to drop into 20s
- Dollar Tree and similar retailers face heavy tariff exposure
Bullish tickers
GDXSLVAMZNAPH
Bearish tickers
METANVDAPLTRCRWDTSLADGAMDUBERDISHIMS
People mentioned
Donald TrumpJerome PowellJeremy SiegelChristine Lagarde