President Trump's first week back in office didn't shake market participants, with little concrete information on trade and taxes. Speculation around tariffs particularly fizzled, with no universal announcements made. Although Trump hinted at possible tariffs coming on February 1 for Canada and Mexico, it appears to be a negotiating tactic linked to USMCA talks. His focus on lowering oil prices and interest rates has also not garnered serious uptake, suggesting market relief rather than concern amid uncertainties. Overall, Trump's actions suggest that he has yet to make impactful policy moves, leading to stabilized market conditions.
Trump's first week back had little impact on the markets, with participants largely unaffected by his lack of major announcements on trade and taxes.
Despite some initial concerns, market relief has been observed due to Trump's lack of concrete actions, particularly on tariffs and taxes, leading to reduced implied volatilities.
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