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Former National Economic Council director and current IBM vice chair Gary Cohn highlighted the importance of policy certainty in volatile markets. He emphasized that markets thrive when there is predictability and falter in the face of uncertainty. Ambiguity is detrimental to the market, whether it comes from companies' financial projections or from governmental policies like taxes and tariffs. Cohn, who served as a top economic adviser to President Trump, expressed hope for stability in policy decisions that have been inconsistent throughout the year.

The unresolved issue of tariffs continues to influence market fluctuations. President Trump has announced intentions to introduce new tariffs on April 2, a move termed "Liberation Day." The specifics of these tariffs remain unclear, causing market apprehension. Economists, like Goldman Sachs chief economist Jan Hatzius, anticipate potential negative market reactions due to the lack of clarity surrounding the new tariff rates and their intended targets.