Me and Market

In a dramatic turn, U.S. equity markets fell sharply today, triggered by renewed tariff threats, valuation concerns, and macro uncertainty. The S&P 500 slid, the Nasdaq plunged, and volatility surged. While many investors viewed this as an outright panic move, it also signals deeper systemic stresses creeping into global markets. What Shook Wall Street? At the center of today’s rout lies a revived trade war narrative. President Trump’s announcement of 100 % tariffs on Chinese imports reignited fears that globalization may be under threat once more. The markets reacted swiftly, especially in sectors sensitive to trade — semiconductors, industrials, and technology names took outsized hits. This comes at a time when valuations are stretched, and investor temperament is fragile. Beyond trade, the macro backdrop is far from stable. Inflation remains sticky, central banks are cautious about rate cuts, and geopolitical risks abound. In this context, capital is recoiling from risky asse...