Consumers disagree with White House over the economy

One day without great tariff developments of the administration of the president of the United States, Donald Trump, is, for markets, a period of cautious optimism (or ate what happens as “optimism” in such unusual times). There was space to breathe on Monday for the markets to make tentative movements up, especially after the news on Friday of a last minute exception for the electronics of the so -called reciprocal tariffs.

White House officials are still doing their rounds in the main news channels to preach the feeling of Trump’s economic policy. The last to do so is the director of the National Economic Council, Kevin Hasett, who, in Fox Business, said on Monday that the country “no” would not fall in a recession this year.

Consumers do not share that faith. A Federal Reserve survey, held in March and published on Monday, is the last of a series of consumer surveys that show feeling about the fall of the economy. Any market gain, then lasts only as far as the rate is not exhausted and causes economic damage, despite the attempts of the White House officials to reassure in the last front.

Increased markets worldwide
US actions increased on Monday, assistant for a slight recovery in technological names in the news of a tariff exemption for electronic products. He S&P 500 Added 0.79%, the Dow Jones industrial 0.78% rose and the Nasdaq compound Advanced 0.64%. Asia-Pacific markets were mostly positive on Tuesday. Of India Ingenious 50 More than 2% appeared in its opening. Market Watcher is waiting for the inflation figures of March of the country, later today. China’s CSI 300 fell around 0.3% in the middle of UBS that reduced its prognosis of economic growth in countries 2025.

Hasset says there is no possibility of recession
The Director of the US Economic Council. UU., Kevin Hasett, said on Monday that 10 “countries had made the” very good and surprising “commercial” Influence, lack of influence, non -feedback and the stock exchange.

Zero day options volatility
The options from day to zero to expiration are partly guilty of the wild changes in the stock market recently. The zero day options, which are contracts that expire the same day that are negotiated, have increased by 23% by negotiation volume from the beginning of the year to April, according to JPMorgan Data. “We found that 0dte (+1dte) have been fundamental to boost more intra -ethful volatility, Maxwell Grinacoff, UBS‘Chief of the United States Equity Derivatives, he said in a note.

Nvidia to build a supercomputer in the US.
Nvidia Said on Monday that plans to produce up to $ 500 billion of artificial intelligence infrastructure in the US. Through its manufacturing associations in the next four years. His Blackwell’s chips have started production in Phoenix in Taiwan Semiconductor Plants, the chips manufacturer wrote in a blog post. Nvidia is also building manufacturing plants in Texas to produce Ai Super Computers: the first time Nvidia will completely do a completely in the US.

Semiconductor support package in probe medium
South Korea announced on Tuesday a support package of 33 billion wones ($ 23.25 billion) for its semiconductor industry. That amount is approximately a quarter more than the 26 billion profits committed last year, according to a press release from the Ministry of Finance, possible in response to the United States commercial policy. The United States Department of Commerce is carrying out a national security investigation into semiconductor technology imports and related downstream products, in accordance with a federal registration notice online on Monday.

[PRO] ‘Prepare to be deceived’ in rates: Morgan Stanley
Despite the concessions recently on Trump rates, Morgan Stanley He warned investors not to lower their guard. “Investors should prepare to be cheated many times more,” said the firm’s strategists led by Matthew Hornbach in a note to the clients entitled “Find me once, shame. You deceive you twice, shame for me.”

Trump tariffs won the lead supply chains to US companies.

If China is going to lose some manufacturing as results of Trump’s tariffs, the United States manufacturing sector won the main beneficiary, according to a new survey of the CNBC supply chain. The Trump administration says that a reinforcement boom is approaching, but most companies tell CNBC that costs could be double to recover supply chains and, on the other hand, will begin a new search for low rate regimes throughout the world.

Almost three quarters of respondents (74%) said that the cost was the main reason to say that they would not be reformulating production, followed by the challenge of finding qualified labor (21%). The Trump administration has promised tax cuts for companies that bring manufacturing back, but the survey found that the lowest taxes in the classification of costs that affect the decision making of the manufacturing site.