So much winning — in 15 charts

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Roula Khalaf, Editor of the FT, selects her favorite tales on this weekly publication.

You might need missed it, however April is “Monetary Literacy Month” within the US. On April 1 (sure, actually!) the White Home launched the next statement from Donald Trump:

Throughout this Nationwide Monetary Literacy Month, I urge households, communities, colleges, and establishments to decide to bolstering their monetary data. There are wonderful sources obtainable to you and your loved ones by the Division of the Treasury’s web site that can help you in making sound monetary selections. Collectively, we are able to all shield every American’s proper to financial freedom, securing the promise of prosperity for generations to return.

Kudos to the White Home for all all-time basic April Idiot’s joke, and H/T Richard Metcalf for the spot. Anyway, right here’s a collection of charts pilfered from varied sell-side analysis notes that present how the US authorities’s sound monetary selections are securing the promise of prosperity for generations to return.

Tariffs up (zoomable image):

Shares down (zoomable image):

Credit score additionally clobbered (zoomable image):

Bigly strikes just about all over the place (zoomable image):

But 10-year Treasury yield solely down by 25 bps (zoomable image):

First-quarter earnings expectations fading (zoomable image):

Fairness volatility up (zoomable image):

Uncertainty up (zoomable image):

Inflationary pressures climbing (zoomable version):

Unemployment expectations rising (zoomable version):

Enterprise confidence down (zoomable image):

Bankruptcies already rising (zoomable image):

The GDP affect of tariffs (zoomable image):

Numerous charge cuts getting priced in (zoomable image):

However recession expectations nonetheless climbing (zoomable image):

Additional studying:
— Global stocks tumble as Donald Trump offers no respite from tariffs (FT)