Q1 2025 Bank Earnings & Tariff Impact on Markets
- Tariffs fuel market volatility: President Trump's April 2 announcement led to a sharp 12% S&P 500 drop in early April, raising stagflation fears, though much risk may already be priced in.
- Opportunities for Indian investors: Diversification into defensive sectors and monitoring rupee fluctuations can help mitigate impacts on US-exposed portfolios.
- Historical lessons apply: Past crises like 2008 and 2018 show strong earnings can stabilise markets, suggesting a possible recovery if guidance remains positive.
- Cautious optimism prevails: Analysts predict 12%+ S&P 500 earnings growth for Q1, but forward guidance on tariffs will be key to avoiding further dips.
- Strong bank earnings signal resilience: Q1 2025 results from major US banks like JPMorgan Chase exceeded expectations, with aggregate earnings up 10.8% year-over- year, potentially boosting investor confidence despite tariff pressures.
The Tariff Shock: A Quick Market Recap
Early 2025 started with promise for stock markets, but President Trump's "Liberation Day" tariff announcement on April 2 flipped the script. These reciprocal tariffs, matching duties on US products from trading partners, sparked immediate panic. The S&P 500 plunged nearly 12% year-to-date by April 8, marking its worst two-day drop since 2020. This volatility has left investors wondering: Can upcoming bank earnings provide the clarity needed for recovery?
Bank earnings often serve as economic barometers, revealing trends in lending, interest rates, and consumer health. With tariffs threatening supply chains and inflation, eyes are on giants like JPMorgan Chase and Bank of America. Early reports show beats—JPMorgan's EPS hit $5.07 on $45.31 billion in revenue—but CEOs like Jamie Dimon warn of ongoing uncertainties.
Early 2025 started with promise for stock markets, but President Trump's "Liberation Day" tariff announcement on April 2 flipped the script. These reciprocal tariffs, matching duties on US products from trading partners, sparked immediate panic. The S&P 500 plunged nearly 12% year-to-date by April 8, marking its worst two-day drop since 2020. This volatility has left investors wondering: Can upcoming bank earnings provide the clarity needed for recovery?
Bank earnings often serve as economic barometers, revealing trends in lending, interest rates, and consumer health. With tariffs threatening supply chains and inflation, eyes are on giants like JPMorgan Chase and Bank of America. Early reports show beats—JPMorgan's EPS hit $5.07 on $45.31 billion in revenue—but CEOs like Jamie Dimon warn of ongoing uncertainties.
Why This Matters for Everyday Investors
For retail investors, especially in India with exposure to US markets via ETFs or ADRs, the stakes are high. Tariffs could weaken the rupee further, amplifying losses on dollar-denominated assets. Yet, resilient bank results might signal broader stability, encouraging a buy-the-dip strategy. Focus on fundamentals: if net interest margins hold firm, it could offset tariff drags.
In short, while risks loom, history and data lean toward a tempered rebound. Stay tuned as more reports roll in.
For retail investors, especially in India with exposure to US markets via ETFs or ADRs, the stakes are high. Tariffs could weaken the rupee further, amplifying losses on dollar-denominated assets. Yet, resilient bank results might signal broader stability, encouraging a buy-the-dip strategy. Focus on fundamentals: if net interest margins hold firm, it could offset tariff drags.
In short, while risks loom, history and data lean toward a tempered rebound. Stay tuned as more reports roll in.
Comprehensive Analysis: Q1 2025 Bank Earnings and the Tariff Shadow Over Global Markets
Introduction: A Market on Edge in Early 2025
Imagine waking up on April 3, 2025, to headlines screaming about a 1,600-point Dow plunge—the sharpest in years. That's the reality President Donald Trump's tariff bombshell delivered on April 2. Dubbed "Liberation Day," these reciprocal tariffs aimed to level the playing field by mirroring duties other nations slap on US goods. The result? Global jitters, with the S&P 500 shedding nearly 12% year-to-date by April 8, its steepest early-year slide since the pandemic. Trade wars aren't new, but in a world still healing from inflation scars, they feel existential.
Enter the Q1 2025 earnings season, kicking off with the big banks. These reports aren't just numbers on a spreadsheet; they're pulse checks on the economy's health. Will JPMorgan, Bank of America, and peers deliver the robust results needed to steady nerves? Or will cautious guidance on tariffs deepen the gloom? This deep dive unpacks the stakes, drawing on fresh data, historical parallels, and expert takes. Whether you're a US trader or an Indian investor eyeing cross-border opportunities, understanding this interplay is crucial for smart moves. We'll explore impacts, predictions, and strategies to help you navigate the chop.
For context, the S&P 500's April turmoil brought its year-to-date return to around -5.31% by month's end, a far cry from 2024's highs. Yet, amid the fear, analysts see glimmers: Q1 S&P 500 earnings grew over 12% year-over-year, outpacing lowered expectations. Banks, reporting first, could tip the scales.
Imagine waking up on April 3, 2025, to headlines screaming about a 1,600-point Dow plunge—the sharpest in years. That's the reality President Donald Trump's tariff bombshell delivered on April 2. Dubbed "Liberation Day," these reciprocal tariffs aimed to level the playing field by mirroring duties other nations slap on US goods. The result? Global jitters, with the S&P 500 shedding nearly 12% year-to-date by April 8, its steepest early-year slide since the pandemic. Trade wars aren't new, but in a world still healing from inflation scars, they feel existential.
Enter the Q1 2025 earnings season, kicking off with the big banks. These reports aren't just numbers on a spreadsheet; they're pulse checks on the economy's health. Will JPMorgan, Bank of America, and peers deliver the robust results needed to steady nerves? Or will cautious guidance on tariffs deepen the gloom? This deep dive unpacks the stakes, drawing on fresh data, historical parallels, and expert takes. Whether you're a US trader or an Indian investor eyeing cross-border opportunities, understanding this interplay is crucial for smart moves. We'll explore impacts, predictions, and strategies to help you navigate the chop.
For context, the S&P 500's April turmoil brought its year-to-date return to around -5.31% by month's end, a far cry from 2024's highs. Yet, amid the fear, analysts see glimmers: Q1 S&P 500 earnings grew over 12% year-over-year, outpacing lowered expectations. Banks, reporting first, could tip the scales.
The Tariff Tempest: How April's Announcement Rocked the Markets
Let's rewind to that fateful April 2. Trump unveiled sweeping tariffs—up to 50% on key imports from China, the EU, and even allies like India—to counter "unfair" trade practices. The goal? Boost US manufacturing. The immediate fallout? Chaos. Stocks tanked as fears of higher consumer prices, disrupted supply chains, and retaliatory measures gripped traders.
- S&P 500's Wild Ride: From April 2-9, the index lost over 12%, dipping to its lowest close in nearly a year. Tech and industrials bore the brunt, with supply-chain heavyweights like Apple and Caterpillar sliding double-digits.
- Broader Ripples: The Dow cratered 1,600 points in one session alone, while the Nasdaq entered correction territory. Bond yields spiked as investors fled to safety, and the dollar slumped against majors.
- Inflation and Growth Fears: Fed Chair Jerome Powell later warned these tariffs—unprecedented in scale—could stoke stagflation, blending high prices with sluggish growth. Estimates suggest every 5% tariff hike could shave 1-2% off S&P 500 EPS.
But here's the twist: markets hate uncertainty more than bad news. By mid-April, some stabilisation emerged as negotiation whispers surfaced. The S&P 500 clawed back half its losses by month's end, hinting risks might be overpriced. Still, controversy brews—bulls argue it's a buying opportunity; bears see prolonged pain if escalations follow.
For global players, the hit varies. Exporters to the US, like Indian pharma and IT firms, face margin squeezes from retaliatory duties. Yet, diversified economies like India's could weather it better than export-reliant ones, per Barclays analysis.
Let's rewind to that fateful April 2. Trump unveiled sweeping tariffs—up to 50% on key imports from China, the EU, and even allies like India—to counter "unfair" trade practices. The goal? Boost US manufacturing. The immediate fallout? Chaos. Stocks tanked as fears of higher consumer prices, disrupted supply chains, and retaliatory measures gripped traders.
- S&P 500's Wild Ride: From April 2-9, the index lost over 12%, dipping to its lowest close in nearly a year. Tech and industrials bore the brunt, with supply-chain heavyweights like Apple and Caterpillar sliding double-digits.
- Broader Ripples: The Dow cratered 1,600 points in one session alone, while the Nasdaq entered correction territory. Bond yields spiked as investors fled to safety, and the dollar slumped against majors.
- Inflation and Growth Fears: Fed Chair Jerome Powell later warned these tariffs—unprecedented in scale—could stoke stagflation, blending high prices with sluggish growth. Estimates suggest every 5% tariff hike could shave 1-2% off S&P 500 EPS.
But here's the twist: markets hate uncertainty more than bad news. By mid-April, some stabilisation emerged as negotiation whispers surfaced. The S&P 500 clawed back half its losses by month's end, hinting risks might be overpriced. Still, controversy brews—bulls argue it's a buying opportunity; bears see prolonged pain if escalations follow.
For global players, the hit varies. Exporters to the US, like Indian pharma and IT firms, face margin squeezes from retaliatory duties. Yet, diversified economies like India's could weather it better than export-reliant ones, per Barclays analysis.
Bank Earnings as Economic Crystal Balls: What Q1 2025 Revealed
Banks don't just hold money—they mirror Main Street's mood. Q1 reports, starting April 11 with JPMorgan, painted a picture of resilience amid headwinds. Aggregate earnings for the top four US banks (JPMorgan, Bank of America, Citigroup, Wells Fargo) surged 10.8% year-over-year, beating lowered forecasts thanks to robust net interest income and trading gains.
Here's a snapshot of standout results:
Bank Q1 EPS (Actual vs. Expected) Revenue (Actual vs. Expected) Key Highlight JPMorgan Chase $5.07 (vs. $4.64) $45.31 (vs. $44.1B) Profit up 9%; CEO Dimon flags tariff risks but praises lending stability. Bank of America $0.89 (vs. $0.83) $26.5B (up 4%) Net interest income resilient; cautious on consumer spending slowdown. Citigroup $1.58 (beat by 5%) $21.1B (inline) Trading revenues boosted by volatility; international exposure is a mixed bag. Wells Fargo $1.29 (vs. $1.25) $20.9B (up 2%) Loan growth is tepid, but deposit stability shines amid rate cuts.
(Data compiled from earnings releases as of April 22, 2025.)
Net Interest Margins (NIMs) Under the Microscope
NIMs—the spread between what banks earn on loans and pay on deposits—are the lifeblood here. With 10-year Treasury yields dipping to 4.50% from January's 4.79%, NIMs faced pressure from rate cuts. Yet, banks adapted: JPMorgan's NIM held at 2.85%, buoyed by higher-yield loans. Tariffs indirectly help by potentially hiking inflation, keeping rates elevated longer—a boon for lenders.
Loan Growth and Capital Markets
Demand softened, with overall loan growth at just 2-3% for most banks, reflecting tariff-wary businesses delaying expansions. But capital markets perked up: JPMorgan's investment banking fees jumped 15% on M&A rebound. Trading desks thrived on volatility, adding $2-3 billion in extras across the board.
Guidance: The Real Tell
Beats were nice, but forward looks tempered optimism. Dimon warned of "elevated uncertainty" from tariffs, trimming full-year EPS guidance by 1-2%. FactSet's broader S&P 500 outlook? Q1 EPS growth hit 12.9%, but 2025 full-year estimates dipped to 9% from 11.6%, citing trade frictions.
In essence, banks showed grit—outperforming the S&P's 3.6% sector growth forecast—but flagged tariff wild cards. This could stabilise sentiment if non-banks follow suit.
Banks don't just hold money—they mirror Main Street's mood. Q1 reports, starting April 11 with JPMorgan, painted a picture of resilience amid headwinds. Aggregate earnings for the top four US banks (JPMorgan, Bank of America, Citigroup, Wells Fargo) surged 10.8% year-over-year, beating lowered forecasts thanks to robust net interest income and trading gains.
Here's a snapshot of standout results:
| Bank | Q1 EPS (Actual vs. Expected) | Revenue (Actual vs. Expected) | Key Highlight |
|---|---|---|---|
| JPMorgan Chase | $5.07 (vs. $4.64) | $45.31 (vs. $44.1B) | Profit up 9%; CEO Dimon flags tariff risks but praises lending stability. |
| Bank of America | $0.89 (vs. $0.83) | $26.5B (up 4%) | Net interest income resilient; cautious on consumer spending slowdown. |
| Citigroup | $1.58 (beat by 5%) | $21.1B (inline) | Trading revenues boosted by volatility; international exposure is a mixed bag. |
| Wells Fargo | $1.29 (vs. $1.25) | $20.9B (up 2%) | Loan growth is tepid, but deposit stability shines amid rate cuts. |
(Data compiled from earnings releases as of April 22, 2025.)
Net Interest Margins (NIMs) Under the Microscope NIMs—the spread between what banks earn on loans and pay on deposits—are the lifeblood here. With 10-year Treasury yields dipping to 4.50% from January's 4.79%, NIMs faced pressure from rate cuts. Yet, banks adapted: JPMorgan's NIM held at 2.85%, buoyed by higher-yield loans. Tariffs indirectly help by potentially hiking inflation, keeping rates elevated longer—a boon for lenders.
Loan Growth and Capital Markets Demand softened, with overall loan growth at just 2-3% for most banks, reflecting tariff-wary businesses delaying expansions. But capital markets perked up: JPMorgan's investment banking fees jumped 15% on M&A rebound. Trading desks thrived on volatility, adding $2-3 billion in extras across the board.
Guidance: The Real Tell Beats were nice, but forward looks tempered optimism. Dimon warned of "elevated uncertainty" from tariffs, trimming full-year EPS guidance by 1-2%. FactSet's broader S&P 500 outlook? Q1 EPS growth hit 12.9%, but 2025 full-year estimates dipped to 9% from 11.6%, citing trade frictions.
In essence, banks showed grit—outperforming the S&P's 3.6% sector growth forecast—but flagged tariff wild cards. This could stabilise sentiment if non-banks follow suit.
Historical Echoes: Lessons from Past Earnings Seasons
History doesn't repeat, but it rhymes—especially in crises. Let's glance back at how bank earnings steered markets through storms, offering blueprints for 2025.
The 2008 Financial Meltdown: A Cautionary Tale
Weak earnings from Citigroup and Bank of America—plunging 50-70% in Q3—ignited panic, deepening the recession. The S&P 500 cratered 40% that year as credit froze. Lesson? Subpar results amplify fear; 2025's beats avoid that pitfall so far.
2018 Tariff Wars: Stabilisation Amid Fireworks
Trump's first-round tariffs (steel, aluminium) shaved 10% off the S&P in Q2. Yet, Q3 bank earnings—JPMorgan up 25%—cushioned the blow, signalling corporate health. Markets rebounded 5% by year-end. Parallel to now: initial dips, then earnings-led calm.
2020 COVID Shock: Resilience in Adversity
Pandemic lockdowns tanked Q1 GDP, but Q2 earnings surprised positively—cost cuts and stimulus propelled Bank of America to a 20% profit jump. The S&P rallied 67% from March lows. Key takeaway: External shocks fade if fundamentals hold.
These eras underscore a pattern: tariffs and recessions wound markets, but sturdy bank reports unwound them. In 2025, with Q1 growth at 10.8%, we're closer to 2018/2020 than 2008—promising, if guidance doesn't sour.
History doesn't repeat, but it rhymes—especially in crises. Let's glance back at how bank earnings steered markets through storms, offering blueprints for 2025.
The 2008 Financial Meltdown: A Cautionary Tale Weak earnings from Citigroup and Bank of America—plunging 50-70% in Q3—ignited panic, deepening the recession. The S&P 500 cratered 40% that year as credit froze. Lesson? Subpar results amplify fear; 2025's beats avoid that pitfall so far.
2018 Tariff Wars: Stabilisation Amid Fireworks Trump's first-round tariffs (steel, aluminium) shaved 10% off the S&P in Q2. Yet, Q3 bank earnings—JPMorgan up 25%—cushioned the blow, signalling corporate health. Markets rebounded 5% by year-end. Parallel to now: initial dips, then earnings-led calm.
2020 COVID Shock: Resilience in Adversity Pandemic lockdowns tanked Q1 GDP, but Q2 earnings surprised positively—cost cuts and stimulus propelled Bank of America to a 20% profit jump. The S&P rallied 67% from March lows. Key takeaway: External shocks fade if fundamentals hold.
These eras underscore a pattern: tariffs and recessions wound markets, but sturdy bank reports unwound them. In 2025, with Q1 growth at 10.8%, we're closer to 2018/2020 than 2008—promising, if guidance doesn't sour.
Expert Takes: Divergent Views on Recovery Odds
Analysts aren't monolithic; their splits highlight the debate.
- Bullish Bent: Nasdaq's outlook sees markets "near a bottom," with 12%+ earnings growth trumping tariff noise. BlackRock's Carrie King predicts broader sector rotation beyond tech, aided by bank stability.
- Cautious Crows: U.S. Bank's Terry Sandven notes strong Q4 2024 momentum but flags 2025 tariff drag on guidance. Deutsche Bank's Dr. Dirk Steffen urges "disciplined" plays amid volatility.
- India Angle: Jefferies deems tariff hits on Indian lenders "manageable," shaving just 100bps off GDP but slowing credit 1-2%. PineBridge adds that India's domestic buffers could insulate equities better than peers.
Consensus? 8.5% S&P earnings growth for 2025, per U.S. Bank, but tariffs could trim it by 1-2%. The evidence tilts toward stabilisation if banks' positivity spreads.
Analysts aren't monolithic; their splits highlight the debate.
- Bullish Bent: Nasdaq's outlook sees markets "near a bottom," with 12%+ earnings growth trumping tariff noise. BlackRock's Carrie King predicts broader sector rotation beyond tech, aided by bank stability.
- Cautious Crows: U.S. Bank's Terry Sandven notes strong Q4 2024 momentum but flags 2025 tariff drag on guidance. Deutsche Bank's Dr. Dirk Steffen urges "disciplined" plays amid volatility.
- India Angle: Jefferies deems tariff hits on Indian lenders "manageable," shaving just 100bps off GDP but slowing credit 1-2%. PineBridge adds that India's domestic buffers could insulate equities better than peers.
Consensus? 8.5% S&P earnings growth for 2025, per U.S. Bank, but tariffs could trim it by 1-2%. The evidence tilts toward stabilisation if banks' positivity spreads.
Investor Strategies: Thriving in the Tariff-Earnings Nexus
So, what now? For US and Indian investors alike, action beats anxiety. Here's a playbook:
Diversification Done Right
Spread bets: Allocate 20-30% to defensives like utilities or healthcare, which tariffs touch lightly. For Indians, mix US financial ETFs (e.g., XLF) with local banking stocks—HDFC or ICICI—for balance. Explore our guide to diversified portfolios.
Fundamentals First
Scrutinise guidance over headlines. Strong NIMs and buybacks? Green light. Weak loan demand? Hedge with bonds. Track rupee-dollar swings—tariffs weakened INR to record lows, inflating US asset costs for Indians.
Practical Tips for Indians
- US Exposure Watch: IT giants like Infosys, with 60% US revenue, could stutter if tariffs curb client spending. Pivot to domestic plays.
- Currency Hedges: Use rupee-hedged ETFs to blunt forex volatility.
- Long Horizon: Volatility peaks short-term; historical rebounds average 20% post-dip.
Rebalance quarterly, and consider our tariff impact toolkit for Indian investors. External reads: FactSet's earnings dashboard for raw data.
A Deeper Dive: Sectoral Ripples
Tariffs don't hit evenly. Autos and tech face 25-50% duties, potentially crimping bank lending to those sectors by 5-10%. Conversely, domestic-focused banks like Wells Fargo could gain from reshoring. For Indians, US banks' international arms (e.g., Citi in Mumbai) offer indirect hedges, but rupee depreciation—down 3% post-announcement—erodes gains.
Imagine John, a Mumbai-based investor with $50,000 in JPMorgan ADRs. Pre-tariff, a 10% stock rise nets ₹4.2 lakh gain (at ₹83/USD). Post-dip and rupee slide to ₹86, it's just ₹3.6 lakh—a 14% haircut. Hedging via forwards could save half that sting.
Policy Wild Cards
Fed rate cuts (two expected by mid-2025) might ease borrowing but fuel inflation if tariffs bite. Watch Powell's April 16 testimony for clues—he called tariffs a "headwind" but not a recession trigger. India-US talks could yield a truce by June, per CEA Anantha Nageswaran, softening blows.
So, what now? For US and Indian investors alike, action beats anxiety. Here's a playbook:
Diversification Done Right Spread bets: Allocate 20-30% to defensives like utilities or healthcare, which tariffs touch lightly. For Indians, mix US financial ETFs (e.g., XLF) with local banking stocks—HDFC or ICICI—for balance. Explore our guide to diversified portfolios.
Fundamentals First Scrutinise guidance over headlines. Strong NIMs and buybacks? Green light. Weak loan demand? Hedge with bonds. Track rupee-dollar swings—tariffs weakened INR to record lows, inflating US asset costs for Indians.
Practical Tips for Indians
- US Exposure Watch: IT giants like Infosys, with 60% US revenue, could stutter if tariffs curb client spending. Pivot to domestic plays.
- Currency Hedges: Use rupee-hedged ETFs to blunt forex volatility.
- Long Horizon: Volatility peaks short-term; historical rebounds average 20% post-dip.
Rebalance quarterly, and consider our tariff impact toolkit for Indian investors. External reads: FactSet's earnings dashboard for raw data.
A Deeper Dive: Sectoral Ripples Tariffs don't hit evenly. Autos and tech face 25-50% duties, potentially crimping bank lending to those sectors by 5-10%. Conversely, domestic-focused banks like Wells Fargo could gain from reshoring. For Indians, US banks' international arms (e.g., Citi in Mumbai) offer indirect hedges, but rupee depreciation—down 3% post-announcement—erodes gains.
Imagine John, a Mumbai-based investor with $50,000 in JPMorgan ADRs. Pre-tariff, a 10% stock rise nets ₹4.2 lakh gain (at ₹83/USD). Post-dip and rupee slide to ₹86, it's just ₹3.6 lakh—a 14% haircut. Hedging via forwards could save half that sting.
Policy Wild Cards Fed rate cuts (two expected by mid-2025) might ease borrowing but fuel inflation if tariffs bite. Watch Powell's April 16 testimony for clues—he called tariffs a "headwind" but not a recession trigger. India-US talks could yield a truce by June, per CEA Anantha Nageswaran, softening blows.
Wrapping the Analysis: From Volatility to Vista
Q1 2025 bank earnings, with their 10.8% surge and beats galore, offer a lifeline amid tariff tempests. The S&P's early 12% tumble reflects real fears—stagflation, chain breaks—but resilient NIMs, trading pops, and historical rebounds suggest stabilisation ahead. Analysts' 12% growth call holds water, though guidance tweaks nod to uncertainties.
For investors, it's about poise: diversify, drill into data, and zoom out. Indians, brace for rupee wobbles but lean on domestic strengths—your markets have shrugged off worse. As earnings unfold, strong bank signals could spark that long-awaited recovery.
Call to Action: Ready to decode your next earnings report? Download our free "Earnings Mastery Guide" today and subscribe to weekly tariff updates. Share your thoughts in the comments—what's your tariff play? Let's chat.
Q1 2025 bank earnings, with their 10.8% surge and beats galore, offer a lifeline amid tariff tempests. The S&P's early 12% tumble reflects real fears—stagflation, chain breaks—but resilient NIMs, trading pops, and historical rebounds suggest stabilisation ahead. Analysts' 12% growth call holds water, though guidance tweaks nod to uncertainties.
For investors, it's about poise: diversify, drill into data, and zoom out. Indians, brace for rupee wobbles but lean on domestic strengths—your markets have shrugged off worse. As earnings unfold, strong bank signals could spark that long-awaited recovery.
Call to Action: Ready to decode your next earnings report? Download our free "Earnings Mastery Guide" today and subscribe to weekly tariff updates. Share your thoughts in the comments—what's your tariff play? Let's chat.
Key Citations
- NBC News: Stocks unleash remarkable comeback after a historic dive from Trump tariffs
- Trepp: Q1 2025: Earnings Beat Expectations Driven by Interest Income
- Investopedia: JPMorgan Chase Tops Q1 Estimates as CEO Dimon Warns of Tariffs
- AlphaStreet: What to expect when these major banks report Q1 2025 results
- Investors ' Business Daily: Bank Of America Rises On Earnings
- CNBC: JPMorgan Chase (JPM) earnings Q1 2025
- Wall Street Horizon: Banks Outperformed for Q1 but Struck a Cautious Tone
- NPR: Why are stocks at record highs despite looming tariffs?
- J.P. Morgan: US Tariffs: What's the Impact?
- CNN: Stocks slide as Powell warns of impact of tariffs
- Yahoo Finance: Stock market today: S&P 500 wipes out Trump tariff losses
- Reuters: S&P 500 snaps 9-session win streak after latest Trump tariff
- WSJ: Trump Tariff News, April 3, 2025
- S&P Global: U.S. Equities Market Attributes April 2025
- Slickcharts: S&P 500 YTD Return
- Sanderson LLC: April 2025 Market Update
- Vogel Consulting: April 2025
- FactSet: Earnings Insight
- U.S. Bank: Investors Focus Attention on Corporate Earnings
- FactSet: S&P 500 Financials Sector Earnings Preview: Q1 2025
- BlackRock: Equity insights from Q1 company earnings
- Consello: S&P Q1 '25 Earnings Analysis
- J.P. Morgan: 2025 Earnings preview
- Goldman Sachs: Learnings from Earnings
- Refinitiv: S&P 500 Earnings Dashboard 25Q1
- Yahoo Finance: US tariffs to have manageable impact on Indian lenders
- PineBridge: India's Markets Can Weather Rising US Tariffs
- Reuters: India rupee sinks to record low
- Mint: US-India tariff truce likely
- International Banker: How Trump's “Liberation Day” Tariffs Sparked a Global Credit Risk Shock
- SSRN: Assessing the Impact of Additional U.S. Tariffs on the Indian Economy
- CNBC: Why are foreign investors selling Indian stocks
- Barclays: Indian equities: Finding calm in a tariff storm
- CFR: Will Trump's India Tariffs Affect a Critical U.S. Partnership?
- The Banker: Indian banks downplay Trump tariff impact
- Council on Foreign Relations: Timeline: The U.S. Financial Crisis
- McKinsey: Global Banking Annual Review archive
- J.P. Morgan: 10 years after the financial crisis
- NBC News: Stocks unleash remarkable comeback after a historic dive from Trump tariffs
- Trepp: Q1 2025: Earnings Beat Expectations Driven by Interest Income
- Investopedia: JPMorgan Chase Tops Q1 Estimates as CEO Dimon Warns of Tariffs
- AlphaStreet: What to expect when these major banks report Q1 2025 results
- Investors ' Business Daily: Bank Of America Rises On Earnings
- CNBC: JPMorgan Chase (JPM) earnings Q1 2025
- Wall Street Horizon: Banks Outperformed for Q1 but Struck a Cautious Tone
- NPR: Why are stocks at record highs despite looming tariffs?
- J.P. Morgan: US Tariffs: What's the Impact?
- CNN: Stocks slide as Powell warns of impact of tariffs
- Yahoo Finance: Stock market today: S&P 500 wipes out Trump tariff losses
- Reuters: S&P 500 snaps 9-session win streak after latest Trump tariff
- WSJ: Trump Tariff News, April 3, 2025
- S&P Global: U.S. Equities Market Attributes April 2025
- Slickcharts: S&P 500 YTD Return
- Sanderson LLC: April 2025 Market Update
- Vogel Consulting: April 2025
- FactSet: Earnings Insight
- U.S. Bank: Investors Focus Attention on Corporate Earnings
- FactSet: S&P 500 Financials Sector Earnings Preview: Q1 2025
- BlackRock: Equity insights from Q1 company earnings
- Consello: S&P Q1 '25 Earnings Analysis
- J.P. Morgan: 2025 Earnings preview
- Goldman Sachs: Learnings from Earnings
- Refinitiv: S&P 500 Earnings Dashboard 25Q1
- Yahoo Finance: US tariffs to have manageable impact on Indian lenders
- PineBridge: India's Markets Can Weather Rising US Tariffs
- Reuters: India rupee sinks to record low
- Mint: US-India tariff truce likely
- International Banker: How Trump's “Liberation Day” Tariffs Sparked a Global Credit Risk Shock
- SSRN: Assessing the Impact of Additional U.S. Tariffs on the Indian Economy
- CNBC: Why are foreign investors selling Indian stocks
- Barclays: Indian equities: Finding calm in a tariff storm
- CFR: Will Trump's India Tariffs Affect a Critical U.S. Partnership?
- The Banker: Indian banks downplay Trump tariff impact
- Council on Foreign Relations: Timeline: The U.S. Financial Crisis
- McKinsey: Global Banking Annual Review archive
- J.P. Morgan: 10 years after the financial crisis
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