JPMorgan Asset Management's Bob Michele argues that recent market selloff reflects investor frustration with Washington's trade policies. Investors are demanding action after last year's Liberation Day tariffs sparked volatility.

The sell-off follows mounting tensions over U.S.-China trade relations. Michele believes officials must step in, as they did previously, to restore calm in financial markets shaken by unpredictable policy shifts.

Going forward, investors will closely watch for any administration response or policy adjustments. Market participants seek clarity ahead of potential Federal Reserve decisions and ongoing trade negotiations affecting global growth outlooks.

What should investors expect from policymakers next?