Punishing bond-market selloff likely forced Trump’s 90-day tariff delay: former J.P. Morgan chief strategist - MarketWatch
1. Trump paused tariffs for non-retaliating countries, impacting market sentiment. 2. Nasdaq Composite rose 11% post-announcement; earnings season could induce volatility. 3. Kolanovic suggests cautious approach; labor market and earnings reports matter. 4. Bond market instability forced potential tariff reconsideration by the administration. 5. VIX dropped over 32%, indicating reduced market fear but volatility potential remains.