Market Thoughts: April 8th

All the latest on the tariffs and economic impacts.

Summary

• Fake tweet leads to a real bounce. What happened on Monday and where things stand for today.

• Vietnam has dropped to new lows despite being willing to waive all tariffs, instructive of how this is about broader structural matters.

• The U.S. is intensifying its economic decoupling from China, which will cause short-term pain but could benefit Mexico a…