U.S. vs China - Tariff-ic Uncertainty 12 March 2025
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Market Mood
Upcoming tariff developments and geopolitical tensions will take center stage, but key economic data releases will also provide critical insights into the impact of recent U.S. policies. CPI data is expected to show a modest slowdown in core inflation, yet concerns persist over rising costs linked to tariffs, with updated producer price data closely monitored for further pressure. In Canada, an anticipated central bank rate cut aims to counter economic strain from U.S. tariffs, while U.S. sentiment data—including inflation expectations and consumer confidence—will gauge household reactions to economic uncertainty. Investor risk appetite will also be assessed through the Investment Manager Index (IMI) survey. Meanwhile, UK economic data, including monthly GDP figures and labor market trends, will be in focus as markets navigate evolving geopolitical and economic conditions, making the coming week pivotal for businesses, investors, and policymakers.