# Investors say it's time to take Trump seriously as markets recoil

> The so-called Trump trade, built on expectations of rising yields and a stronger dollar after the November election, is in full retreat. Trade conflict has begun in earnest, with the dollar falling while bond yields dive.

- Date: 2025-03-04 · published 2025-03-04T12:00:00.000Z
- Category: trade · region US · magnitude medium
- Page: https://feedsoft.ai/events/9710-investors-say-it-s-time-to-take-trump-seriously-as-markets-recoil
- Commodities: [US Dollar (Broad)](https://feedsoft.ai/c/DXY.md), [Soybeans](https://feedsoft.ai/c/SOY.md), [Corn](https://feedsoft.ai/c/CORN.md)

## Why it matters

Escalating US trade conflict raises the risk of retaliatory tariffs on US farm exports, which could weigh on soybean and corn demand. A weaker dollar partly offsets this by making US commodities cheaper abroad.

## Read by commodity

- DXY: bearish ▼
- SOY: bearish ▼
- CORN: bearish ▼

## Linked price moves

| Commodity | Date | Window | Change % | z-score | Why linked |
| --- | --- | --- | --- | --- | --- |
| DXY | 2025-03-07 | 5 | -1.8% | -3.2 | The unwinding of the Trump trade (higher yields, stronger dollar) as tariff conflict began reduced dollar demand. |
| DXY | 2025-03-05 | 1 | -1.2% | -3.6 | The unwinding of the Trump trade, with falling yields and a weaker dollar, contributed to sentiment-driven USD selling. |

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| DXY | 2025-03-04 | [Dollar Slides as Trade-War Risk Drives Investors to Other Havens](https://feedsoft.ai/events/9709-dollar-slides-as-trade-war-risk-drives-investors-to-other-havens.md) | -1.2% | -0.8% |
| DXY | 2025-05-25 | [Trump delays EU tariffs until July 9, European markets rally](https://feedsoft.ai/events/24903-trump-delays-eu-tariffs-until-july-9-european-markets-rally.md) | -0.2% | -0.8% |
| DXY | 2018-03-03 | [Rupiah Expected to Strengthen after Trump Imposes Steel Tariffs \| Indonesia Investments](https://feedsoft.ai/events/66314-rupiah-expected-to-strengthen-after-trump-imposes-steel-tariffs-indonesia.md) | -0.6% | -0.8% |
| DXY | 2025-01-21 | [Trump to hold off on tariffs, report says, easing trade war fears](https://feedsoft.ai/events/12678-trump-to-hold-off-on-tariffs-report-says-easing-trade-war-fears.md) | -1.1% | -1.7% |
| DXY | 2025-04-09 | [Trading Day: Boom! Trump tariff pause sparks monster rally](https://feedsoft.ai/events/8769-trading-day-boom-trump-tariff-pause-sparks-monster-rally.md) | -2.4% | -3.8% |
| SOY | 2025-07-07 | [Ag Market View for July 7.25 - ADM Investor Services](https://feedsoft.ai/events/11929-ag-market-view-for-july-7-25-adm-investor-services.md) | -4.9% | -8.9% |
| SOY | 2025-04-09 | [Oil falls to lowest since 2021 as Trump's tariffs take effect](https://feedsoft.ai/events/6322-oil-falls-to-lowest-since-2021-as-trump-s-tariffs-take-effect.md) | +4.4% | +3.8% |
| SOY | 2025-03-04 | [Grain Markets Sink on Tariff Retaliation: How Long Will It Take To Price It In?](https://feedsoft.ai/events/12568-grain-markets-sink-on-tariff-retaliation-how-long-will-it-take-to-price-it-in.md) | +0.2% | +1.7% |

## Sources

- reuters.com: https://www.reuters.com/markets/investors-say-its-time-take-trump-seriously-markets-recoil-2025-03-04/

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.