Viewpoint: With the tariff finally implemented, risk assets may experience a brief rebound

ChainCatcher news, according to Jinshi reports, Matt Weller, Global Market Research Director at StoneX, emphasized in a recent report that the market's aversion to uncertainty is an old Wall Street adage. The ambiguity of tariff statements has undoubtedly severely impacted risk appetite. Once the dust settles, risk assets and the dollar may experience a brief rebound. However, he warned that if Trump continues to escalate tariffs after April 2, any rebound in risk assets will be short-lived, unless traders are convinced that these disruptive economic policies have been completely ended.

Meanwhile, Jed Ellerbroek, Portfolio Manager at Argent Capital, observed that this uncertainty surrounding tariff policies is driving funds into low-volatility and value stocks, while the weak performance of tech giants in recent weeks confirms the market's defensive mindset. He believes that improving visibility on tariff policies is a necessary prerequisite to reversing this risk-averse sentiment.