Is April 2nd the beginning of Liberation Day or Disaster Day?

After a dismal first quarter, investors may continue to face even tougher challenges in the next three months.
Under Trump's tariff offensive, concerns over inflation and recession in the United States have intensified, leading major U.S. stock indices to enter a correction zone in March. But the problems go far beyond this. Consumer confidence has fallen to a multi-year low, and due to increasingly difficult future planning, the confidence of corporate executives is also spiraling down.
Trump has long referred to April 2nd as "Liberation Day," when Washington will impose retaliatory tariffs on countries identified as engaging in unfair trade practices. Over the past week, due to the constantly changing market narrative, the issue of the strength of tariffs has become the focal point, resulting in significant fluctuations in the S&P 500 index.
Institutions represented by Goldman Sachs have warned that the tariff rates used as bargaining tools will exceed market expectations. Deutsche Bank noted that if countries retaliate against U.S. goods with tariffs, a more aggressive scenario could include Trump further raising the rates, and this "spiral escalation" of trade conflict poses a key risk.
However, if tariff policies can become more predictable, it may bring benefits. The bank emphasized in its report: "Economic recovery does not necessarily require the cancellation of tariffs, just as inflation did not need to fully return to target levels by the end of 2022. The key is to establish stronger certainty, allowing investors to better anticipate the future direction of policies."
If sluggish sentiment leads to a contraction in consumption, concerns about an economic recession may cause a new round of shocks to the market.
Trump's money-making strategy has started to take effect; how long can it last?
The countdown to tariffs is on, and Comex gold stocks are set to reach a historical peak. The world is closely watching whether Trump will give the green light to gold; if tariffs are lifted on gold, will these gold bars fly back to London overnight?
Recently, the momentum of gold inflows into the United States may have slowed down, but sources say that gold is still flying to the U.S.
Judging from the current situation, to be honest, Yumi is not very optimistic, if the tariff problem is not effectively solved or there is no hard policy support from the big boss in the crypto market, with the current deflation, and there is no obvious sign of interest rate cuts,
Bitcoin may face a new round of sharp declines in April. Although it is currently in a warming phase, it is merely a temporary market repair adjustment. Despite the overall economic pressure, there may be a short-term rebound in April, bringing a wave of optimism to the bear market.
As long as the market continues to fluctuate, investors will inevitably hand over more funds amid the volatility. Of course, in the long term, it is still necessary to observe the macroeconomic situation and the impacts brought by various factors.
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