ChainCatcher news, according to Jinshi Data, ECB Governing Council member Villeroy stated that the 25% increase in U.S. tariffs in the second quarter has a limited impact on European inflation, but it may lead to a 0.3 percentage point decline in the eurozone's GDP for the entire year.Villeroy mentioned that, in the short term, President Trump's "lose-lose" strategy is harming the United States, as evidenced by the Federal Reserve's downward revision of its forecasts. Trump is undermining the multilateral system, increasing long-term risks to financial order and climate.

ChainCatcher news, according to QCP's analysis, believes that the recent stock market rally is a tactical rebound brought about by asset managers reallocating risk assets, rather than a shift based on any macro fundamentals.The uncertainty surrounding U.S. trade policy and the broader political landscape remains a focal point for the market. Trump hinted at more tariff measures before the April 2 deadline. However, the market still lacks a clear understanding of the scope, timing, and magnitude of these potential actions. Before this, we expect the market to continue exhibiting sideways fluctuations.In the digital asset space, we believe that Bitcoin has room for tactical performance advantages in the short term. Surprisingly, GameStop has incorporated Bitcoin into its balance sheet. While this is not the first instance of corporate adoption of cryptocurrency, GameStop's symbolic significance as a "meme stock" may reignite retail investors' speculative enthusiasm. As the market performance in 2021 reminded us, if coordinated, retail capital flows have the ability to challenge institutional investors' positions.

ChainCatcher news, blockchain game developer Planetarium Labs announced the completion of a $3 million funding round, with participation from Spartan Group, Immutable, MARBLEX, Comma3 Ventures, Sovrun, 32-Bit Ventures, Notch Ventures, Cristian Manea, Niels de Ruiter, and a group of angel investors. The new funds are intended to expand the ecosystem of their game Immortal Rising 2, while also preparing for the upcoming TGE.

ChainCatcher message, after the Federal Reserve announced a slowdown in tapering, Bitcoin rebounded from below $83,000 and briefly broke through $88,000. Some analysts believe that market volatility may soon calm down, and many bearish factors may have already been digested by the market. Sina G., co-founder of 21st Capital, stated that the market uncertainty surrounding tariffs and government spending may be resolved in the coming weeks, and the market focus may shift to tax cuts, deregulation, and interest rate reductions, which could attract more capital into Bitcoin and the digital asset space.Aurelie Barthere, chief research analyst at Nansen, also stated that uncertainty related to tariffs may be easing, as the U.S. government, particularly Treasury Secretary Yellen, has taken a more pragmatic approach in tariff negotiations.

ChainCatcher news, Trump plans to take a more targeted approach to the "reciprocal tariffs" set to launch on April 2, alleviating market concerns that the escalation of his trade war could worsen inflation and drag down the economy. Meanwhile, the U.S. services PMI rebounded, driving an overall improvement in PMI. The positive news boosted U.S. stocks across the board, with the S&P 500 rising 1.76%, the Dow up 1.42%, and the Nasdaq climbing 2.27%. Major tech stocks generally strengthened, with Tesla soaring over 11.9%, marking the largest single-day gain since the day after the election.The recent trend in the cryptocurrency market has aligned with U.S. stocks. Strategy boosted market confidence by purchasing 6,911 bitcoins for $584.1 million last week. Bitcoin surged yesterday, reaching as high as $88,765 after the U.S. stock market opened, and has slightly retreated to $87,030 at the time of writing, with a 24-hour increase of 1.7%. Among the top ten mainstream coins, SOL showed even stronger gains, currently reported at $140 with a rise of 5.17%. Most sectors in the market rose, with the Meme sector leading with a 7% increase.In the forex and commodities sector, investor concerns over Trump's tariff plan on April 2 have eased, with the dollar index up 0.25% and U.S. oil rising 1.2%; the strengthening dollar, combined with gold prices at historical highs, led investors to take profits, resulting in a 0.30% drop in spot gold.Trump will soften his aggressive stance on imposing tariffs on trade partners, while other macroeconomic indicators have also pointed in a more favorable direction over the past few days, lifting market optimism. Investors are currently closely monitoring Trump's latest "reciprocal tariffs" plan to assess its potential impact on economic growth and inflation.

ChainCatcher news, Blackstone Group President Jon Gray warned investors not to make "knee-jerk reactions" to Trump's tariff antics, but rather to wait and see how potential negotiations unfold. He stated, "Be a little patient." "Observe the evolution of this tariff diplomacy and make investment decisions over a longer period. I think the danger during such a time is that if you do something short-term, you will miss opportunities."As Trump decides on new tariff policies almost daily, the market is anxious about the economic impact of a full-blown trade war. Gray said, "I think you have to take a step back. The government can react, they can decide how to make concessions, and then ultimately it ends up in a different situation."

ChainCatcher news, according to The Wall Street Journal, the White House is tightening the implementation scope of the tariff policy set for April 2. The tariffs originally planned to be announced on that day for specific industries such as automobiles, pharmaceuticals, and semiconductors are expected to be postponed, with only reciprocal tariffs against major trading partners being implemented.These countries generally include Australia, Brazil, Canada, China, the European Union, India, Japan, South Korea, Mexico, Russia, and Vietnam, which account for a significant portion of U.S. imports. Tariffs will be set at specific rates for individual countries, rather than the previously proposed three-tiered system. Trump and several officials have indicated a reluctance to provide broad exemptions.

ChainCatcher news, according to Jinshi reports, U.S. President Trump stated that a second tariff will be imposed on Venezuela, and any country purchasing oil and gas from Venezuela will pay a 25% tariff to the United States, which will take effect on April 2.

ChainCatcher news, according to Cointelegraph, Nansen research analyst Nicolai Sondergaard stated that despite significant positive developments in the cryptocurrency space, global tariff concerns will continue to put pressure on the market.Before tariff-related issues are resolved, risk assets may lack direction, which could occur between April 2 and July. If the tariff issues are resolved, it will provide a positive catalyst for the market.

ChainCatcher news reports that, according to 4E monitoring, after the Federal Reserve's interest rate meeting, the upward trend of U.S. stocks could not be sustained. Economic uncertainty and Trump's tariff plans cast a shadow, leading to a volatile decline in major U.S. stock indices on Thursday. The S&P 500 fell by 0.2%, the Dow Jones dropped by 0.1%, and the Nasdaq decreased by 0.3%. Large tech stocks saw more declines than gains, with Tesla slightly up by 0.1%.The cryptocurrency market showed volatility but overall presented a mild upward trend. Last night, influenced by the U.S. stock market, coupled with Trump's reiteration of old themes in his speech at the DAS summit without any substantial positive news, Bitcoin experienced a rapid decline. As of the time of writing, it has rebounded to $84,650, down 1.33% in the last 24 hours. Most other mainstream tokens have seen some pullback. BNB's on-chain performance has recovered, continuing to be a focus for investors.In the forex and commodities sector, risk aversion dominated the market, with the U.S. dollar index rising by 0.40%, extending Wednesday's gains; investors are paying attention to the Trump administration's sanctions on Iran, with international oil prices closing up over 1.6%; spot gold slightly retreated after reaching a historical high, with a cumulative increase of nearly 16% this year.The market is digesting the Federal Reserve's decision, but investors are concerned that Trump may impose more tariffs in April, questioning whether the potential inflation caused by tariffs will limit the Fed's expected significant rate cuts, leading to a clear risk-averse sentiment in the U.S. stock market.

ChainCatcher news, according to Jinshi Data reports, Barclays economists stated in a report that Federal Reserve Chairman Powell's comments on the "transitory" nature of tariff-related price pressures, as well as his disregard for inflation expectations, could catch the Federal Reserve off guard, just like during the pandemic.Powell clearly stated on Wednesday that the committee assumes that tariff-related price pressures will be temporary, although it takes a "wait-and-see" attitude regarding whether these price pressures will play out in this way.Barclays stated, "His tone seems overly confident." The bank added that Powell is also less willing to consider taking preemptive rate cuts to provide a buffer for the economy in the event of a severe deterioration in economic activity. Weak data indicators such as consumer confidence suggest this.They added that downplaying such risks could undermine the Federal Reserve's credibility, as it seems to be walking a very narrow path, with each step carrying dual risks.

ChainCatcher news, according to Jinshi Data reports, although Indian officials are eager to appease the United States by reducing trade barriers, U.S. President Trump stated that India will be subject to reciprocal tariffs starting April 2.In an interview on Wednesday local time, Trump said that India is "one of the countries with the highest tariffs in the world." "I believe they may significantly reduce these tariffs, but on April 2, we will impose reciprocal tariffs on them."While Trump has repeatedly stated that India will not be exempt from tariffs on April 2, Indian officials are more optimistic. Indian Commerce Minister Goyal visited the U.S. earlier this month and stated that he had "forward-looking discussions" with Trump officials regarding a trade agreement, with both sides hoping to reach an agreement before this fall.

ChainCatcher message, the CICC research report indicates that Federal Reserve Chairman Powell emphasized the word "uncertainty" the most during this meeting, highlighting that a considerable part of the variables comes from the randomness of tariff policies. Overall, the weakening of growth (but not much recession pressure) and the rising inflation risks (mainly due to tariff disruptions) have had a mutually offsetting effect, leading the Federal Reserve to maintain its expectations for interest rate cuts for the year. This also implies two layers of meaning: first, if it weren't for tariff risks, the Federal Reserve could have cut rates long ago; second, if tariffs are significantly reduced, it will force the Federal Reserve to delay the timing of rate cuts, so currently, the focus remains on waiting and observing.

ChainCatcher message, Fitch analyst Brian Coulton wrote that the latest economic forecasts from Federal Reserve officials reflect the expected impact of tariffs. The Fed now expects the PCE inflation rate to be 2.7% by the end of 2025, up from the December estimate of 2.5%. The GDP growth forecast has been downgraded from 2.1% to 1.7%.This change "illustrates the adverse effects of tariffs," as tariffs will raise the prices of imported consumer goods and capital goods. Coupled with the recent sharp rise in households' expectations for inflation over the next five years, this makes the Fed's job even more difficult.

ChainCatcher news, Federal Reserve Chairman Powell mentioned the issue of "tariffs" for the first time at a press conference. When asked about the revision of inflation forecasts and how much tariffs impact those forecasts, he stated that it is difficult to analyze how much inflation is driven by tariff policies, but they will work to clarify: "It is clear that a significant portion comes from tariffs."In addition, Powell noted that the policies introduced by the new Trump administration will affect the economy, but he will cautiously avoid making overly definitive judgments about this impact. Analysts pointed out that this might be an attempt on his part, as he stated he would closely monitor monthly data to sidestep external expectations about how all of this will develop.

ChainCatcher news, according to Jinshi reports, recently, former World Bank President and former U.S. Deputy Secretary of State Robert Zoellick stated that tariffs not only increase corporate costs but also reduce productivity. Both China and the United States will be negatively affected by such policies.He emphasized that tariffs not only harm the healthy economic and trade relationship between China and the U.S., but the tariffs imposed by the U.S. on Canada and Mexico also severely impact the North American automotive industry. "Therefore, I believe these tariff policies are not the right decision," Zoellick stated.However, he also mentioned that tariffs are sometimes used as a negotiation tool. He pointed out that the U.S. may use tariffs as a means to pressure other countries. For example, the U.S. attempts to exert pressure on China regarding issues such as fentanyl through increased tariffs.

ChainCatcher news, according to Jinshi Data reports, Australian Treasurer Chalmers stated in a speech in Queensland that the Australian government will avoid engaging in "race to the bottom" on tariff issues, adding that the extensive use of tariffs by the Trump administration is "counterproductive and self-defeating."Chalmers noted that the rules that have supported global economic participation for over 40 years are clearly being rewritten. He added that the decision not to exempt Australia from U.S. tariffs on steel and aluminum is "disappointing, unnecessary, meaningless, and wrong."

ChainCatcher news, according to the Financial Times, economists believe that the uncertainty surrounding Trump's tariffs complicates the efforts of the data-dependent Federal Reserve to provide clear information about the direction of the economy. As the Federal Reserve prepares to announce its latest interest rate decision on Wednesday, data released last week showed that inflation slowed more than expected in February, supporting the case for a return to rate cuts later this year amid signs of economic growth slowing.However, policymakers are also weighing concerns that the promised trade tariffs could exacerbate inflation or trigger an economic slowdown—or both. Joe Brusuelas, chief economist at tax and consulting firm RSM US, stated, "The commitment to future tariffs essentially sets aside the Fed's data-dependent goal, meaning they will have to rely more on a predictive framework." While it is widely expected that the Federal Reserve will keep interest rates unchanged this week, investors will closely monitor the economic forecasts from Fed officials, as well as the post-meeting statement from Fed Chair Powell. These forecasts reflect their views on the level of interest rates in the coming years.

ChainCatcher news, according to Jinshi Data, U.S. President Trump stated that he has no intention of exempting steel and aluminum tariffs, and announced that reciprocal tariffs and industry tariffs will be implemented on April 2.Trump told reporters on Air Force One that the reciprocal tariffs on U.S. trading partners will be implemented alongside the auto tariffs.