By Naomi Rovnick and Amanda Cooper
The Latest Target is Canada, Who On Thursday Trump Said Will Face A 35% Duty, While Most Other Trading Partners Will Get Blanket Tariffs Of 15% OR 20%, Eliciting Barely A Flutter in The Broader Markets. An announcement in Europe is inevitable.
Investors say this, this seemingly, the bull-ridden worldview, optimistic bull-in-law, and the pessimists are confident in silence and a staged bull market.
IN ONE CORNER ARE RISKIER ASSETS Like Stocks and Cryptocurrencies. Shares in Wall Street are record heights, the prospect of enthusiasm and prospects of interest rate from the federal reserve and the prospect of reducing the interest rate from the tariffs to inflation, proves gently. Bitcoin is about $ 112,000 near the record.
In the other corner, government bonds, gold and even crude oil reflect the belief that the tariffs will be violated everywhere in the country’s economy and growth.
“It’s hard to look at all of this with the form of trust or certainty,” said Given the unpredictability of Trump’s policy and the possible impact of a great beautiful bill.
The main concern about the shares was the high participation of the US household in Wall Street, a high participation in which a decline could be spread quickly.
“Any stress, which affects the consumer in the US economy and then affects capital markets, becomes a spiral very cruel and bloody to the capital markets.”
After the 20-day 20-day break, Trump was replaced by a scatterg of trading partners, which are the first and small in the second quarter in the second quarter.
“Things have settled in a positive way, but in a positive way,” said Amundi, Global Makro Mahmoud Pradhan.
“The effective tariff rate for all imports included in the United States will be about 15% if you have averaged the board on the board,” he said. “This is widespread for growth in every country in which the world trade.”
With so many uncertainty, investors, the money of investors entered into the most part of this year, has entered the likes of European shares and bonds, gold, Chinese technological shares or market currencies.
Limb the wheels of the exchange rally, the Fed President Jerome Powell will put pressure from Trump to deliver a fast string of rapid rate cuts.
Yet The Data Has Been Too Strong To Justify An Aggressive Loosening Of Monetary Policy And Too Soft To Argue That Tariffs Are Having No Effect. US employment figures create jobs in a clip of the economy and the company, and business research shows the flags of factories and services.
Meanwhile, Trump will add $ 3.3 trillion to a significant tax reduction and spending documents.
Assessment 10 years US Treasury Productivity () 4,8% of the 15th monthly peaks of January was 4 to 4.35%.
“Bonds are highlighted than inflation, so it is not shown in the inflation numbers of the commercial war,” Government Van Leenders, the Dutch Assets Manager, Van Lancschot Kempen, said.
“We do not think that this can continue,” he remains neutral in capital, which is a small overweight position in government bonds.
Gold (Gc = f) This year, a blistering is a 26% rally, alternative to non-definition of macro and geopolitical uncertainty, as well as an alternative to more than 10% lost in a currency this year, an alternative to $ 3,300, an alternative to $ 3,300.
Member of the investment committee in the French asset manager Carmignac, Kevin Thozet said he hedges against the fall of a fund in the US exchange, but it believes that retail traders are in a diver to get a market vessel.
In addition, it can end up to 5% to 5%, up to 5%, up to 5%, up to 5%, up to 5%, up to 5% of the 10-month-old treasury productivity, which can understand some of the tariffs of Trump’s tax benefits, but in the remaining three months of additional debt.
“We see significant cracks in the US markets to cut the fed room,” he said.
(Provide Report by Amanda Cooper and Naomi Rovnick; Adjustment by Elaine Hardcastle)
