The Market's Paradox: Shock & Recovery
This section visually explores how the market plummeted after the 2025 Trump tariff policy announcement, only to stage a V-shaped recovery. Understand the relationship between the direct shock of tariffs and the immense power of unprecedented liquidity injection by tracking key events against stock index movements.
S&P 500 Max Drawdown
-19%
(Feb 19 - Apr 8, 2025)
Dow's Largest 1-Day Gain
+7.9%
(Apr 9, 2025 Tariff Deferral)
CARES Act Stimulus
$2.2T
(Largest in U.S. History)
VIX Peak
> 30
(Peak Market Fear)
Hover over the dotted lines on the chart to see explanations of key events.
Sectoral Impact Deep Dive
The tariff war did not affect all industries equally. This section analyzes the specific quantitative damage inflicted on three key sectors—Manufacturing, Agriculture, and Technology—by the tariff policies. Explore each industry card to uncover the hidden costs and strategic shifts.
Manufacturing: Double-Edged Sword
Protection vs. Rising Costs
Agriculture: Target of Retaliation
Export Collapse & Market Loss
Technology: Supply Chain Shift
Cost Hikes & Innovation Crisis
China
India
Vietnam
Accelerated diversification of production bases
to evade geopolitical risks.
Future Scenario Simulator
Let's look to the future based on past analysis. This simulator shows how the economy and markets might react to the future direction of trade policy through three hypothetical scenarios. Click each scenario button to compare potential impacts and broaden your strategic thinking. (Note: This is a simulation, not a forecast.)
