Name: As Tariff Shockwaves Continue, U.S. Stocks Near a Bear Market
Uploaded: 2025-04-07T18:08:00Z
Duration: 1 min 45 s
Description: WSJ Heard on the Street columnist Jon Sindreu explains the macroeconomic implications of President Trump’s tariff plan.

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Why Aon's CEO Thinks Volatility Isn't Going Anywhere

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Taking Away Tax-Exempt Status: A “Nuclear Weapon Against Universities”

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IPOs: Making a Comeback

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September to Remember? 

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Don’t Trim Your Inflation Hedges

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WSJ Heard on the Street columnist Jon Sindreu explains the macroeconomic implications of President Trump’s tariff plan.

https://m.wsj.net/video/20250407/e263fa93-50f9-4e0e-b5b4-3f659ee51a7e/1/hls/manifest-hd-wifi.m3u8

As Tariff Shockwaves Continue, U.S. Stocks Near a Bear Market

Stock markets are down a lot again today. It seems likely that we will see a bear market, that is stocks falling more than 20% from their previous peak. We see the CBOE Volatility Index, which is a measure of how scared Wall Street is, spiking up. And the reason for this is that initially, investors may still have held some hopes that there could be deescalation. What we've seen is the opposite. We've seen China retaliate and now we even see the US saying they might retaliate to China's retaliation. The market is thus pessimistic. It believes that the current situation's very likely to end in a recession. And, of course, there continue to be doubts about the growth outlook for the US economy, which up to this point have outperformed. Another source of pain for equity investors is that bond deals have not significantly followed, particularly when we look at the 10-year maturities of the treasury market. Usually, at least something that comes out of these economic fears is that because investors believe that the Federal Reserve will cut rates, at least bond deals go down and they don't pose as much of a competition for stocks. But this hasn't been the case. We've seen the 10-year yield on the treasury bonds remain around 4%, and actually, it has increased a little bit today, and that seems to be because even though markets do think that the Federal Reserve, despite the indications it has given so far, might slash interest rates in response to the possible recession. They also think that in the future they might have to maintain a pretty restrictive monetary policy in inflation-adjusted terms going forward.

As Tariff Shockwaves Continue, U.S. Stocks Near a Bear Market

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