https://www.taxtmi.com/news?id=43639 A 90 day pause in US-China trade measures produced cautious market relief but left tariff trajectories and their macroeconomic effects uncertain. The pause keeps tariffs central to macroeconomic forecasts, affecting inflation expectations, corporate import behaviour, and supply chain decisions. Slowing inflation has reduced immediate pressure on rate setting, yet tariff driven price risks may raise inflation later, making central bank moves data dependent. Markets reflected these dynamics across equities, Treasury yields, commodities, and currencies. en-us Wed, 14 May 2025 09:31:03 +0530 Wed, 14 May 2025 09:31:03 +0530 TaxTMI RSS Generator https://www.taxtmi.com/news?id=43639 A 90 day pause in US-China trade measures produced cautious market relief but left tariff trajectories and their macroeconomic effects uncertain. The pause keeps tariffs central to macroeconomic forecasts, affecting inflation expectations, corporate import behaviour, and supply chain decisions. Slowing inflation has reduced immediate pressure on rate setting, yet tariff driven price risks may raise inflation later, making central bank moves data dependent. Markets reflected these dynamics across equities, Treasury yields, commodities, and currencies. News - Wed, 14 May 2025 09:31:03 +0530 https://www.taxtmi.com/news?id=43639