Markets & Headlines - 3/25/25

Markets

Notable rebound in tech drives market upward as tariff concerns ease. Trump came up with various statements regarding tariffs - again-on Venezuelan oil, Chinese ships, auto, pharma. However, also mentioned a lot of countries would be eligible for a step-down in tariffs. $SPX rose 1.8%. Meanwhile, India’s $SENSEX continues to pick up, rising 6.5% MTD. $BTC tests $90k as Trump’s cabinet hosts a round table to discuss concrete measures around the de-regulation of the crypto market.

Headlines

• Dow jumps nearly 600 points on Monday as investors hope Trump softens tariff stance: Live updates

Trump said on Monday a lot of companies could get tariff breaks. $TSLA climbed 12%

• Trump says countries that purchase oil from Venezuela will pay 25% tariff on any trade with U.S.

“that’s on top of existing tariffs”

• The U.S. is not prepared to win an economic war against China-built containerships, farmers, ocean carriers warn

• Investors’ optimism is growing around the UK economy as U.S.-EU trade disputes mount

• China’s open-source embrace upends conventional wisdom around artificial intelligence

• Tesla brand damage is ’overdone’, Piper Sandler says

Reiterates buy-stance as they deem supply chain shock as the driver behind lagging sales.

• Trump says he will soon announce tariffs on autos, aluminum, pharmaceuticals

• US SEC holds crypto task force roundtable as Trump plans regulatory revamp

• Alibaba-affiliate Ant combines Chinese and U.S. chips to slash AI development costs

• South Korea’s Hyundai announces $21 billion U.S. investment

Includes $5.8b steel plant in Louisiana

• FBI launches Tesla threats task force: ‘This is domestic terrorism’

• Heathrow Airport had enough power to avoid shutdown after fire, Britain’s National Grid says