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After Powell's comments, US yields are higher and stocks flat.

Investors reacted to the latest U.S. trade war and Federal Reserve Chairman Jerome Powell's signal of a cautious approach for rate reductions as they assessed the latest U.S. Tariff salvo.

Donald Trump raised the tariffs on imports of steel and aluminum to 25%, up from 10%. He also eliminated product-specific exemptions and country exclusions.

Trump said that he would consider an exemption for Australia, and that the steel-and-aluminum measures will only come into effect on March 4. This has led some investors to believe that the duties were being used as a negotiation tool.

Mexico, Canada, and the European Union condemned the move on Tuesday, the EU saying that the 27-nation block would take "firm, proportionate countermeasures".

Wall Street saw the S&P 500 almost unchanged, as the benchmark index reversed its previous declines. Powell said the Fed was not in a hurry to change its policy and that it would only react to the impact of tariffs or trade policies on the economy.

Helen Given, FX Trader at Monex USA, Washington, said: "It appears that he is trying to encourage people not to trade on these headlines, not to make moves based on those headlines, and to wait and see what happens."

In the last two week, we've seen headlines about tariffs become more volatile. What we are seeing is that headlines and announcements do not always indicate that tariffs will be imposed, or at least at the time we expect.

Coca-Cola's quarterly results were reported and the Dow Industrials gained nearly 4%.

The Dow Jones Industrial Average increased 39.40 points or 0.09% to 44,511.24. The S&P 500 dropped 0.64 points or 0.01% to 6,065.80. And the Nasdaq Composite declined 43.80 points or 0.22% to 19,670.47.

The MSCI index of global stocks fell by 0.28 points or 0.03% to 873.51.

The pan-European STOXX 600 rose by 0.23%, closing at a new record high. Bank stocks were the main contributors.

Investors' attention now turns to Wednesday's latest consumer price reading, which will provide the latest information on Treasury yields.

The yield on the benchmark 10-year U.S. notes increased 3.4 basis points, to 4.529%.

The markets have been reducing their expectations of rate cuts by the U.S. Central Bank this year. They are largely expecting that the Fed will hold rates at its meetings in March and May. According to CME's FedWatch tool, the markets have priced in a 51% probability of a rate cut in June. This is down from 63.6% one week ago.

The dollar index which measures the greenback against a basket currencies fell by 0.28%, to 108.06; the euro rose 0.38%, at $1.0345.

The dollar gained 0.3% against the Japanese yen to 152.45, while the pound rose 0.47% to 1.2422.

The oil price rose to its highest level in two weeks on the back of Russian and Iranian supply worries, but the announcement about tariffs curtailed gains a little.

U.S. crude climbed 1.31% to $73.27 per barrel. Brent rose to $76.95 a barrel, an increase of 1.42% for the day.

(source: Reuters)