A truck carrying vehicles to the United States is driving at the port of Utay Missa, on the US -Mexican border on February 1, 2025 in San Diego, California.
APU GOMES | Gety pictures
This report from CNBC Daily Open, our international market newsletter. CNBC Daily Open collects investors to speed on everything they need to know, regardless of their whereabouts. Like what you see? You can subscribe here.
What you need to know today
Definitions in Trump are in effect
US President Donald Trump Salvo launched the definitions on saturday. Imports from Mexico and Canada will face 25 %, while those from China will undergo a 10 % tariff. Canada's energy resources will face 10 % less tariff. Canadian Prime Minister Justin Trudeau announced on the same day The 25 % revenge definitions for $ 155 billion In the United States goods. The leaders of industry in the United States have He expressed concern about these definitions.
Trump tariff effects
Futures in the United States fell on Monday morning Traders also digested the effects of definitions. The US crude prices increased by about 2 % and Brent standards increased by more than 1 %. However, analysts believe Oil prices can decrease in the long run If the definitions lead to global recession. Bitcoin fell about 3.9 % to 94174.61 dollars from 2:20 pm Singapore time, although one of the strategy believes The tariff war will be “amazing” for the encrypted currency.
For stocks, win in January amid uncertainty
American markets fell on FridayAbandoning previous gains, on Trump's imminent definitions. the S & P 500 It lost 0.50 %, and Dow Jon's industrial average Slipped 0.75 % and Nasdak 0.28 % decreased, but all indexes ended in January in green. Asia and Pacific Markets I was lost on Monday. Japan Nikki 225 And South Korea KosPI index More than 2 % decreased for each. Taiwan semiconductor shares TSMC Foxconn, which is trading It is the accuracy industry HiAfter selling the technology caused by Deepseek last week.
The factory growth slows in China
The factory activity in China slowed in JanuaryAccording to Caixin/S & P Global Manufacturing Manags Index. The modified reading was seasonal at 50.1 for January, less than 50.5 December – which was also Reuters poll forecast. The local demand improved, while the new export orders for the second month decreased in a row, according to the survey.
(Pro) Definitions will not reach every equal
Comprehensive definitions on Canada, Mexico and China mean that no imported goods from those countries will be avoided from increasing costs. However, these American companies, which have manufacturing chains around the world or depend on the imports, will be I dealt with the heaviest blow.
The bottom line
US President Donald Trump's tariff is no longer a threat but a reality. They dried the wild January, during which a new president entered the White House and the new Chinese artificial intelligence model in the industry.
Another thing was new in January: the highest closure level of S&P 500.
But with a customs tariff now and a possible trade war trade, markets may find it difficult to expand a new range in the short term.
Even large technology profits and jobs that come out this week, usually market move reports, are likely to play a second role for policy developments.
The markets already interact with the news. Oil and gold prices-which tend to climb at volatility-while bitcoin are trading less, although it is unclear whether these transformations will be one time shock or a continuous direction.
The factory activity in China, which has grown at a slower pace in January compared to December, is likely to take great success as American companies are trying to get rid of Chinese imports.
Trump's current tariffs may be targeted, but it is difficult to see any country or sector escalating safely.
