Markets rallied following President Trump’s 90-day suspension of global tariffs, excluding China. Analysts suggest bond market turmoil spurred the policy shift. Yet, recession fears, trade tensions, and shifting Fed expectations persist. Investors now face critical questions around portfolio positioning, economic resilience, and the true trajectory of the US-China trade conflict. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management shares his insights.

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When US President Donald Trump announced sweeping trade tariffs, the greenback, as measured by the Bloomberg Dollar Spot Index, recorded its largest drop on record. Meanwhile, Asia's trade-sensitive currencies also tumbled to multiyear lows, with Southeast Asian assets bearing the brunt of the sell-off. Christopher Wong, FX Strategist, OCBC tells us what are the factors that determine forex movements and their houseview.

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The FBM-KLCI has sagged 14% on a year-to-date basis in anticipation of exorbitant US tariffs of 24%. Where are the defensive pockets in Malaysian equities that can withstand the present volatility? We get analysis from Imran Yusof of MIDF.

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With US reciprocal tariffs set to come into force this week, economists are revising their growth estimates for the global economy. We discuss how tariffs will impact monetary and fiscal policy-making in Asia with Carlos Casanova of UBP.

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The Indonesian equity market had been closed for the Eid holidays which meant that it was unscathed by the tariff announcements. However with it due to reopen today, we ask Jerry Goh Asia Equities Investment Director, Aberdeen Investments for his views on how markets will react and what are the pain points the economy faces due to the tariffs.

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Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank reflects on how markets respond as President Donald Trump threatens to impose an additional 50% on China, why Jerome Powell remains non-commital and the implications to King Dollar.

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Despite a free trade agreement, low tariffs on US goods and a trade deficit, Singapore was also hit with a baseline 10% tariff. Thilan Wickramasinghe, Head of Research, Singapore at Maybank Investment Bank tells us whether the island state can still retain its defensive, safe haven status and what are the top buy ideas.

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US markets have had their worst week since 2020 and are likely to remain volatile as investors take a risk off approach. We speak to Kingsley Jones, Chief Investment Officer, Jevons Global as to who will be most impacted by the tariffs and what is investment strategy to adopt.

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US markets went into freefall due to the higher than expected tarrif hikes which up ends the existing economic systems. We ask Tim Mulholland, President, TJM Limited, Chicago whether it is too soon to bottom fish or is it time to change the asset allocation strategy as volatility becomes the norm.

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US President Donald Trump annouced sweeping tariffs where there would be a minimum 10% on all exporters to the US. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management if markets will continue to correct sharply on this annoucement and what are the safe haven assets in this tariff storm.

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