Markets are navigating through uncertain waters as they await significant trade-related announcements, particularly around April 1st, which will have key implications for Trump's trade policies. Despite these uncertainties, the S&P 500 achieved a record close. In this environment, financial participants are likely to experience stagnation, with suggested paths leaning towards upward trends in equities and the dollar, gold gains, and stability in Treasuries. The absence of strong catalysts may lead to a prolonged state of waiting and minor fluctuations in market dynamics.
"April 1st is the key date for the diary, as that's when the 'America First Trade Policy' review, as well as the assessment into reciprocal tariffs, are both due to conclude."
"Markets should, by and large, continue to follow the 'path of least resistance'; upside for equities, upside for the greenback, gains for gold, and sideways for Treasuries."
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