5/8 Vision Note: Knee-Jerk Trade Reactions, Growth Headwinds, Equity Market Discussion, Japan, and More

In this Vision Note - we discuss the knee-jerk trade reactions, the price range since May 2nd, growth risks, equity market house of cards, Japan, and more. #MacroEdge

(@DonMiami3, MacroEdge Chief Economist)

(@SixFinance, MacroEdge - Head of Investment Research)

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MacroEdge Vision Note May 8, 2025 (@DonMiami3, MacroEdge Chief Economist)

Good Thursday evening MacroEdge readers & community,

We’ll keep this Vision Note brief this evening as we have the Redeye Macro Note arriving tomorrow evening. One of the things that was most notable from all of the different headlines and press releases today was the fact that for the first time - the market actually sold off sharply into close and what we could define as a *positive* headline of Chinese tariffs potentially being reduced from the current level of 145% down to 50%, as soon as next week. While a lot of these stories are being leaked on purpose by ‘sources’ to continuously provide a fiscal put by markets - in my mind that signals the single-focused market of today is now potentially shifting into a mode more focused on macro & growth data – rather than knee-jerk tariff headline releases (many of which turn out to be false or fake)...