PANews reported on March 25 that QCP Capital published an analysis pointing out that risk assets had one of the strongest trading days of the year, thanks to a temporary easing of concerns around the April 2 tariff deadline. Trump hinted twice on Monday that trading partners might be exempted or reduce taxes, which provided a respite for easing market tensions. One of the fastest recent declines in the U.S. stock market may be over, JPMorgan Chase and a growing number of strategists are telling their clients, pointing to a combination of improved market sentiment and historically favorable seasonal factors.
Boosted by Trump's tariff exemption remarks, BTC briefly broke through $88,000, and the market ushered in a short-term rebound. Although the second quarter is usually one of the strongest periods for risk assets, the options market is still cautious, and the bullish tilt is not expected to be obvious until June. Investors are paying attention to the expiration of quarterly options this week and the upcoming PCE inflation data, which may become the next key catalyst.
