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By Logan Brooks

Trump’s first 100 days in office: What has unfolded so far?

April 24, 2025

13:07

Markets Reel as Trade Tensions Mount in President’s Second Term

As President Donald Trump approaches the milestone of his first 100 days back in the White House, his second term has already sent shockwaves through global financial markets with an aggressive trade agenda that has created unprecedented uncertainty.

The opening months of Trump’s presidency have been characterized by dramatic policy shifts, particularly regarding international trade relations, leaving investors scrambling to adjust their positions and world leaders on edge.

Trade whiplash defines the early months

Trump’s approach to trade policy has followed a now-familiar pattern: threats of tariffs, followed by implementation, followed by selective reversals. This unpredictable cycle has created significant volatility across financial markets worldwide.

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Historic market downturn

The economic impact has been swift and severe. The Dow Jones Industrial Average is currently tracking toward its worst April performance since the Great Depression in 1932. While markets experienced a brief rally on Wednesday following signals that the President might moderate his rhetoric, analysts warn that heightened volatility is likely to continue.

Major international organizations have sounded the alarm about potential economic consequences. The World Bank, World Trade Organization, and International Monetary Fund have all issued warnings about increasing inflation and slowing growth resulting from the administration’s tariff policies.

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Global ramifications

The ripple effects extend far beyond American shores. International leaders have expressed concerns about permanent disruptions to supply chains and fundamental shifts in global trade patterns.

In commodity markets, oil prices have plummeted to multi-year lows, while traditional safe-haven assets have surged. Gold prices broke above $3,500 per ounce for the first time this week, and cryptocurrency investors have pushed Bitcoin to new heights as they seek alternatives to traditional currencies.

Economic forecast: Recession looms

Bruce Kasman, head of economic research at JPMorgan, offered a sobering assessment of the situation. “It has been an eventful 100 days. I think what we’ve seen has been more disruptive actions, particularly on the trade front, where we’ve increased tariffs quite substantially on a wide set of countries. We’ve also increased uncertainty quite significantly as tariffs have been both added and then taken away.”

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The veteran economist didn’t mince words about the potential consequences: “And we remain in this uncertain environment, on a number of bilateral negotiations going on here. And our net effect of these things has been to shift our forecast to actually incorporate a US recession for 2025.”

Kasman further elaborated on the timeline: “We think it will take some time to realize the drags that are in place from the tariff shocks right now. But we look to see the economy begin to falter as we move through the middle part of the year and as we move towards a recession, which we expect to happen sometime in the third quarter.”

As President Trump continues to reshape America’s approach to global trade, investors, policymakers, and citizens alike are bracing for what promises to be a period of continued economic uncertainty and market volatility.

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