RBI Holds Repo Rate at 5.25% as India’s Growth Outlook Strengthens After U.S. Trade Deal 
Asian Stocks Slip as Tech Rout Deepens, Japan Steadies Ahead of Election 
Japanese Pharmaceutical Stocks Slide as TrumpRx.gov Launch Sparks Market Concerns 
China Extends Gold Buying Streak as Reserves Surge Despite Volatile Prices 
U.S.-India Trade Framework Signals Major Shift in Tariffs, Energy, and Supply Chains 
Gold and Silver Prices Rebound After Volatile Week Triggered by Fed Nomination 
Singapore Budget 2026 Set for Fiscal Prudence as Growth Remains Resilient 
South Korea Assures U.S. on Trade Deal Commitments Amid Tariff Concerns 
Dollar Steadies Ahead of ECB and BoE Decisions as Markets Turn Risk-Off 
Dow Hits 50,000 as U.S. Stocks Stage Strong Rebound Amid AI Volatility 
South Korea’s Weak Won Struggles as Retail Investors Pour Money Into U.S. Stocks 
Trump Signs Executive Order Threatening 25% Tariffs on Countries Trading With Iran 
U.S. Stock Futures Slide as Tech Rout Deepens on Amazon Capex Shock 
Thailand Inflation Remains Negative for 10th Straight Month in January 
Bank of Japan Signals Readiness for Near-Term Rate Hike as Inflation Nears Target 
Vietnam’s Trade Surplus With US Jumps as Exports Surge and China Imports Hit Record 
Fed Governor Lisa Cook Warns Inflation Risks Remain as Rates Stay Steady 
Following an article from Reuters, republican presidential hopeful Donald Trump proposed steep tariffs during a campaign event, targeting cars from Mexico and agricultural equipment maker John Deere if it relocates production outside the U.S. The goal, according to Trump, is to promote U.S.-based manufacturing and reduce the trade deficit.
EPA-EFE/Michael Reynolds
Economic Analysts Sound Alarm on Tariff Risks
Economists warn that such tariffs could heighten inflationary pressures, posing challenges to investors and market stability. Wolfe Research analysts note that tariffs have become Trump’s answer to various economic challenges, citing potential impacts on manufacturing and global trade dynamics, according to The Wall Street Journal.
Harris Counters with Economic Incentives for U.S. Businesses
Annie Mulligan for Education Week
Vice President Kamala Harris opposes Trump’s tariff strategy, labeling it as a “sales tax” on Americans, as further explained by Bloomberg. Her economic agenda focuses on tax incentives to retain domestic businesses. Although the Biden administration has implemented some tariffs, Harris’s policy plans remain less explicit about maintaining these trade measures.
The 2025 Policy Outlook: A Partisan Divide
Wolfe Research underscores the “fundamental asymmetry” between Trump and Harris’s economic approaches. With Republicans potentially gaining control of Congress, Trump’s policies could be easier to enact, while Harris may face challenges in pushing through her plans. For investors, Trump’s tariff seriousness may be a crucial signal for market implications.
