According to @KobeissiLetter, the weighted-average US tariff rate has surged to 29% following "Liberation Day" tariffs, surpassing levels seen during the 1930s Great Depression. This significant increase may influence cryptocurrency markets as traders seek alternative assets amid economic uncertainty. The heightened tariffs could impact global trade flows and investor sentiment, leading to potential volatility in crypto trading as traders reassess risk and hedge against traditional market exposures.

According to @KobeissiLetter, the weighted-average US tariff rate has surged to 29% following 'Liberation Day' tariffs, marking an unprecedented level not seen even during the 1930s Great Depression. This drastic increase in tariffs could potentially impact cryptocurrency markets as investors might seek alternative assets to hedge against economic uncertainty, potentially influencing trading volumes and price volatility.

According to The Kobeissi Letter, the market and economy are experiencing a slowdown, with M&A transaction values collapsing due to economic uncertainty. Private equity funds are deploying less capital and taking on less debt as the consensus is that the current environment is 'too risky' for significant financial actions.

According to The Kobeissi Letter, the market and economy are experiencing a slowdown, significantly affecting M&A transaction values due to economic uncertainty. Private equity funds are responding by deploying less capital and reducing leverage, reflecting the consensus that current conditions are too risky for aggressive investment strategies.

According to @KobeissiLetter, the market is indicating a potential recession as evidenced by a 65 basis point drop in the 10-year note yield over the past 11 weeks. Concurrently, annualized inflation metrics for 1 and 3-month periods have exceeded 4%. This creates a scenario where interest rates are decreasing while inflation is increasing, which is unusual and suggests economic uncertainty. Traders should monitor these indicators closely as they may affect bond and stock market strategies.

According to @KobeissiLetter, prolonged economic uncertainty historically poses significant downside risks, with five quarters typically resulting in a 1.5% GDP contraction. The current trade war has already entered its first quarter, indicating potential continued economic pressure if uncertainty persists. This situation could be a critical factor for traders to monitor closely.

According to The Kobeissi Letter, markets are pricing in a recession as the 10-year note yield has decreased by 65 basis points over the past 11 weeks. Concurrently, annualized inflation metrics for 1 and 3 months have increased to over 4%. This situation where interest rates are falling while inflation is rising suggests growing economic uncertainty.

According to The Kobeissi Letter, gold prices have hit another record high in after-hours trading and are now up nearly 20% year-to-date. This increase reflects growing investor interest in gold as a safe-haven asset amidst economic uncertainty. The Kobeissi Letter highlights that the warning signs for this trend were evident months in advance, suggesting traders should have anticipated this movement based on earlier market indicators.

According to The Kobeissi Letter, gold funds have experienced unprecedented inflows, with Gold ETFs seeing a massive $12 billion in net inflows over the last two months. This trend contrasts sharply with the S&P 500, which is down 5% year-to-date, while gold prices have surged nearly 17%. Such a significant divergence indicates a flight to safety among investors, highlighting gold's appeal as a hedge against economic uncertainty.

According to The Kobeissi Letter, Canada has announced reciprocal tariffs on $21B of US goods, and China has imposed 10-15% tariffs on US agricultural products. The EU has also vowed retaliatory tariffs, while Mexico's President plans counter-tariffs on April 3rd. Such trade tensions could influence cryptocurrency markets as investors might seek digital assets to hedge against global economic uncertainties.

According to @KobeissiLetter, gold prices have surged by 70% over the past 16 months, reaching a new market cap of $20.75 trillion. This valuation puts gold $1.25 trillion above the combined value of the next top 10 most valuable assets, signaling strong market confidence in gold as a stable store of value amidst global economic uncertainties. Traders should consider the implications of this trend on portfolio diversification strategies.

According to The Kobeissi Letter, gold prices have surged by over 70% in the past 16 months, reaching a record market capitalization of $20.75 trillion. This notable increase positions gold as more valuable by $1.25 trillion than the combined value of the top 10 most valuable assets, signaling a strong market preference for gold amidst economic uncertainties.

According to The Kobeissi Letter, US gold imports reached a record $30.4 billion in January, as reported by ZeroHedge, marking a second consecutive month of sharp increases. This figure is double the amount seen during the 2020 pandemic, indicating heightened investor concern and a flight to gold, which is often seen as a safe haven during economic downturns. These trends suggest that gold is trading as if the economy is in a depression.

According to The Kobeissi Letter, gold prices have surpassed $3,100 for the first time in history, influenced by increasing economic uncertainty. This development signals a potential shift in investment strategies, as traders may seek to hedge against market volatility by investing in gold. The historical price level may prompt a reassessment of asset allocations, particularly in portfolios seeking stability amidst fluctuating economic conditions.

According to Edward Dowd, the -2% real average weekly wage growth prior to the election indicated uncertainty among families and businesses about economic direction, which was reflected in the election of Trump. This scenario has parallels with the elections of Reagan and Clinton, as noted by Dowd. Such economic indicators are essential for traders to assess market sentiment and potential policy impacts on financial markets.

According to Crypto Rover (@rovercrc), China has announced 100% tariffs on select Canadian imports, signaling the start of a global trade war. This development could have significant implications for the cryptocurrency market, particularly Bitcoin, as investors may seek alternative assets amidst increasing global economic uncertainty.

According to Crypto Rover (@rovercrc), the US unemployment rate has risen to 4.1%, higher than the expected 4.0%. This unexpected increase could be bullish for Bitcoin, as investors might turn to cryptocurrencies as an alternative investment during times of economic uncertainty.

According to glassnode, the digital asset market is experiencing significant volatility due to heavy sell-side pressure and an uncertain economic environment. This has led to amplified downside price movements, further influenced by speculation surrounding US strategic actions.

According to Crypto Rover, Jim Cramer has expressed skepticism about reaching a trade deal to resolve the ongoing tariff war, suggesting that all tariffs might be canceled. This development is seen as bullish for Bitcoin, potentially leading to increased interest and investment in the cryptocurrency as a hedge against economic uncertainty.

According to Crypto Rover, the implementation of Trump's 25% tariffs on Canada and Mexico, along with a 20% tariff on China, is expected to negatively impact Bitcoin. These tariffs may increase economic uncertainty and affect international trade dynamics, potentially leading to volatility in the cryptocurrency markets as traders react to these macroeconomic shifts. The tariffs could also influence investor sentiment towards Bitcoin as a hedge against traditional financial systems. Source: Crypto Rover (@rovercrc)