The urgency for clarity

Key points:

• Market turbulence with 82% volume increase.

• Impact of US-China tariffs on global stability.

• Potential tax cuts as economic stimulus.

Howard Silverblatt from S&P Dow Jones Indices shares insights on the market's recent volatility. He notes that recent trading volumes soared by 82% last week, highlighting the rapid market shifts. Despite this, he mentions the difficulty in forecasting long-term trends due to fluctuating information.

Howard points out the significant impact of tariffs and the global challenge they pose, with the US and China needing resolution to stabilise markets. He explains that while the US economy remains strong with low unemployment, political tensions and unresolved tariffs present threats to future stability.

Highlighting potential tax cuts, Howard mentions recent legislative movements in the House and Senate towards economic stimulus. He stresses the urgency for economic clarity and warns that unresolved issues could lead to increased volatility and potentially a recession.