MARKET INSIGHT | POLICY UNCERTAINTY

Markets don’t always react to decisions —

sometimes they react more strongly to delays.

With trade policies still unresolved, uncertainty remains elevated.

When clarity is missing, risk premiums stay high and volatility persists.

History shows that markets often dislike waiting more than bad news.

Once policymakers finally speak, reactions across equities, FX, and crypto can be fast and sharp.

In uncertain environments, positioning and risk awareness matter more than predictions.

Question for traders:

Do markets move more on news or on uncertainty?