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Trump Can’t Beat the Bond Market. Why He Must Conquer China on Tariffs and 4 Other Things to Know Today. - Barron's

1. Trump's 90-day tariff pause relieved markets, leading to a significant rally. 2. China's response to U.S. tariffs remains uncertain, impacting market sentiment. 3. Goldman Sachs now sees lower recession risks, indicating potential growth. 4. Federal Reserve anticipates persistent inflation due to tariffs and market conditions. 5. Mortgage applications surge, but housing market outlook remains bleak.

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FAQ

Why Bullish?

The market rally following tariff announcements indicates investor optimism towards GS, reminiscent of past market recoveries after tariff clarity.

How important is it?

The article discusses economic factors directly impacting market sentiment, crucial for GS's trading environment and forecasting.

Why Short Term?

The immediate effects of tariff pauses and market reactions are likely to influence GS's price in the next few weeks.

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