Global investors admit to flying blind in markets roiled by erratic U.S. trade rhetoric and chaotic economic forecasting, stressing that placing long-term bets was harder now than at any time since the 2020 COVID crisis. https://t.co/n951Qo5tyd
(FT Alphaville) The uncertainty of measuring trade uncertainty - Who cares what the papers say? https://t.co/VcTUk2tMlc
Ever-changing tariff scenarios mean economic forecasters can't do their job anymore. Markets have lost the anchor of economic consensus. This hasn't happened since the Covid crisis. https://t.co/xRDxnTfqlP
Global investors are struggling to navigate financial markets amid unpredictable U.S. trade policies and unreliable economic forecasts. Market participants report that placing long-term investment bets has become more challenging than at any time since the 2020 COVID-19 crisis. The frequent changes in tariff scenarios have undermined the ability of economic forecasters to provide accurate guidance, leading to a loss of consensus that traditionally anchors market expectations. This heightened uncertainty is contributing to a sense of disorientation among investors worldwide.