Big tech leads relief rally amid optimism on tariffs and data

US equity markets jumped yesterday on hopes that President Trump may hold back from implementing some of his wide-ranging tariff plans, hinting at a narrower scope of reciprocal levies set to be announced on 2 April. In today’s Asia session, though, it’s a different story, with tech stocks on the back foot, weighing on markets. Also on today’s podcast, we are joined by Manuel Villegas, Next Generation Research, who shares his outlook on digital assets following the substantial outflows seen in recent weeks.

00:00 Introduction by Bernadette Anderko (Investment Writing)

00:27 Markets wrap-up by Jonti Warris (Investment Writing)

05:51 Digital assets update: Manuel Villegas (Next Generation Research)

09:40 Closing remarks by Bernadette Anderko (Investment Writing)

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