The ‘flexibility’ of the rate can indicate uncertainty

“Flexibility” connotes the opening to change. The president of the United States, Donald Trump, expressed on Friday the possibility of being flexible with tariffs, which may have helped stocks to mark, pushing the three reference points of the USA. UU.

But, in its suggestion of adapting to circumstances, “flexibility” also points out uncertainty, something anatema for the market. Trump’s comments should also be taken in context. He described that “there will be flexibility, but it is basically reciprocal,” and seemed to rule out the idea of ​​carving exceptions for countries.

In other words, the flexibility that Trump defends does not seem a unilateral benevolence but a strategy to fold the wills of others.

We will probably have no clarification about how reciprocal rates will be developed until April 2, the date Trump said they would begin, provided it is not equally flexible with the start date.

‘Flexibility’ with rates: Trump
Trump told journalists on Friday “There will be flexibility“With regard to its tariff plans”, but it is basically reciprocal, “suggesting that it could act in response to any adjustment of commercial partners. However, Trump minimized the idea of ​​granting more exceptions, saying that” once he does it for one, he has to do it for all. “The White House has said that reciprocal rates enter into force on April 2.

China’s market will open: Vice Premier
China’s vice president, he, Lifeng, assured foreign business leaders to Beijing will continue to open its market and welcome more investments, according to a Reading the Ministry of Commerce of a Sunday meeting with senior executives of Apple and Mastercard, among other multinational companies. At the meeting, he also discussed the deepening of economic and commercial associations between the United States and China.

US actions break the loser streak
The main US indices uploaded on Friday To finish a four -week loser streak. For the week, the S&P 500 increased 0.5%, the Dow Jones industrial rose 1.2% and Nasdaq compound added 0.2%. But FedexA stimulus for the economy, fell 6.5% after reducing its profit perspective. Asia-Pacific markets fell mainly on Monday. The Singapore Straits Times index, however, advanced 0.18% as the country of the country The consumer price index for February reached 0.9% year after year, Its slower growth in four years.

Seven mediocre
Of the magnificent seven groups of actions that led the position of Toro of the Stock Market in 2024, Six are already tracking for significant losses in the year to date.led by a 40% drop in the actions of Tesla. Target platform It is the only exception, to a thin gain. Earl this month, the megacaps lost more than $ 750 billion in market value On the worst day for the heavy Nasdaq compound in technology since 2022.

Interim President of South Korea reinstated
Constitutional Court of South Korea on Monday attacked the prime minister’s accusation, local media reportsrestoring it as an interim president. He will take charge of the publication of Choi Sang-Mok. Han was accused by the Opposition Democratic Party in December, After, according to the reports, he refused to appoint three judges for the Constitutional Court who was investigating the dismissal of President Yoon Suk Yeol.

(Pro) Eyes in the US economic data.
Investors must monitor the Index of Personal Consumer Expenses in the United States for February, the preferred inflation measure of the Federal Reserve, Friday. Other economic data to observe are the PMI readings for March and the final figures of the Gross Internal Products of the United States for the fourth quarter on Thursday. That said, it is different from the markets will march decisively until Trump makes his movement.

Alibaba-Felliate Ant Combina Chinese and American Chips to cut the development costs of AI

The Jack Ma ants group, an Alibaba affiliate, is using Chinese and American semiconductors to build more efficient artificial intelligence models, according to a source familiar with the matter.

The combination of chips not only reduces the time and cost of training the AI ​​models, but also limits the dependence of a single supplier like NVIDIA, said the source, pointing out the tendency of the industry to play multiple networks, known as “mixture of experts”, a technique that allows the models to be trained with much less qualification.

The company at the beginning of this month said in a document that could use lower cost hardware to effectively train its own MOE models, reducing computer costs by 20%.