The FED is in waiting mode, just like the rest of us.
Record number of global investors plan to cut their holdings of US equities.
Even with the 90-day pause, US effective tariff rate is still expected to be much higher than pre Liberation Day.
Q1 earnings season poses next big test for the S&P 500.
Has the US become uninvestible?
The world has 90 days to negotiate with Trump, or the levies will come back.