Market On Open, Wednesday 16 April

Last updated on Apr 16, 2025

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China Crisis

by Alex King, CEO, Cestrian Capital Research, Inc

The tariff saga continues with no apparent route to resolution. Stocks are proving remarkably resilient at index level but many single-stock names are now in the crosshairs. Boeing saw China orders canceled today (here) and Nvidia was told that export licenses will be required to sell their new Blackwell H20 product to the United States, a reversal of recent policy.

Technically speaking, equities look constructive to me, moving up off of the 7 April lows, but in the end there may be a number of blows of this nature that the bull cannot survive.

Next up is Q1 earnings and the thorny prospect of Q2 and FY25 guidance - likely to cause wild swings in stock prices and frustration amongst shareholders and managers alike.

Beyond that - let’s just see where markets stand right now.

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Short- And Medium-Term Market Analysis

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