US-China tariff talks pause triggers currency volatility, pressuring Taiwan's PCB sector

Markets on Edge: CPI and Tariffs May Trigger Volatility

CPI data Tuesday could spark major moves Tariff uncertainty remains the biggest overhang Cash and bonds are gaining appeal over equities Markets are walking on a tightrope this week. And it’s not just because of the inflation data. Yes — April CPI drops Tuesday, and if the print surprises to the upside, expect volatility to spike. The Fed is stuck in “wait and see” mode, and Powell made that clear last week, repeating the phrase 12 times in 45 m…

US-China tariff talks pause triggers currency volatility, pressuring Taiwan's PCB sector

Taiwan's PCB manufacturers are finding temporary relief as the US dollar strengthens following the suspension of US-China tariff negotiations, partially offsetting pressure from the New Taiwan dollar's recent appreciation. However, industry players remain cautious as uncertainty around President Trump's tariff policies continues to cloud the outlook for the second half of 2025.