Market Pulse & Economic Forecasts

• U.S. stock futures are slightly lower ahead of talks, with Bitcoin falling below $106K as investors weigh economic risks.

• The Organization for Economic Cooperation and Development has lowered its global growth forecasts, indicating that Trump's tariff measures are slowing global GDP and reigniting inflation fears.

• Analysts from the International Monetary Fund and the Organization for Economic Cooperation and Development warn that emerging markets are facing higher inflation and capital flight due to trade policy adjustments.

Impact Summary

• 📈 Short-term: Increased volatility is expected - markets may drop on tariff headlines, then rise if talks show progress.

• 🏦 Medium-term: Supply chain disruptions (technology sectors, automotive, electric vehicles, mining) may pull down stock and commodity prices, yet support interest in inflation hedges.

• 💱 Cryptocurrencies: Investors may turn to Bitcoin and Ethereum to hedge against economic instability. A weak U.S. dollar and inflationary pressures from the central bank support safe-haven flows.