We will face unprecedented volatility, and no one can predict the market’s reaction. As of today, markets in China, Taiwan, Japan, Russell futures, Australia, and Singapore have hit circuit breakers!
Even Bill Ackman was caught off guard and is now whining concerns on X.
More turbulence awaits, so I strongly advise against timing the market. Instead, select entry points as political and policy stability emerges.
Key upcoming events for my Canadians!
1 “Reciprocal Tariff” responses likely begin Monday (tomorrow). EU will likely target tech sector
2 Fed Meeting Minutes - Wednesday
3 March CPI Inflation data - Thursday
4 Initial Jobless Claims data - Thursday
5 March PPI Inflation data - Friday
6 Michigan Consumer Sentiment data - Friday