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- UBS General Investment Officer Mark Hafele During the recent recent times, Trump management, pharmaceutical, semiconductors and critical minerals, it puts the groundwork for a new wave of target tariffs in strategic sectors.
This The worst scenario arising from Trump’s Tariff Policy Hopefully in the rear view mirrorHowever, analysts warn that White House can still make some cutting actions.
So far, Trump’s tariffs have been quite extensiveWith a 10% increase in most of the world, Except for a few in China and Canada.
While Tariffs for some sector-In autos As well as steel and aluminum, for example, has been declared since Trump’s Oval Office declared in individual nations.
The EU, Japanese and Taiwan are given by some of the countries exposed to high proportions Give a short respite in the form of a 90-day break Trump’s ‘Freedom Day’ tariffs, economists do not mean the end of the ads for good.
UBS’s Chief Investment Officer, Mark Hafele wrote in a note that is done today Fortune There are many pressures on tariffs, including “sustainable erosion in the approval of the” growing legal problems and president’s work. “
“Republical MPs can also be pressured in the cases of trafficking, selected officials, elected officials and other nations to damage the retaliatory tariffs,” he said.
However, despite the numerous reasons for the growing, the United States is commenting on what analysts, which analysts are commentary on the announcement of the US-China agreement, and the only way to UBS is low.
“Despite these pressure down tariffs, Trump management is also a ground for more surgical growth when the tariffs entered the strategic areas of the tariffs, medications, critical minerals, traffic, copper and semiconductors.
What caused Trump’s ‘Land Works’?
So what do those tips look like? As for the pharmaceutical, there was less about what Trump said and what he did.
Pharmaceutical products have been exempt from tariffs so far, but this week the president has signed a moving order to reduce drug prices.
Asia may be more concern for local manufacturers, as well as large European institutions such as ozempic-maker are signed Novo Nordisk and Coronavirus-test maker Astrazeneca They face even more pressure on national agreements.
One Press event on MondayTrump said, “Basically, it equates what we do. We will pay the lowest price in the world. We will pay the lowest price, the price we will get.”
About the semiconductors, Trump, openly, said that Chipmakers want to encourage America.
O The truth wrote about socialOur social media site, last month, “We look at the entire electronics supply chain in semi-free and approaching national security tariff research.
“What was exposed to the United States and other countries are not pledged by enemy commercial peoples such as China, especially by other countries, especially the American people.”
Currently, Canadian Lamberi is free from tariffs, although Trump A neighbor a nation “tears us off” on the goods.
Trump also ordered the investigation into the imports of the threat to the national security and the investigation Similar action on critical minerals.
Here to stay uncertainty
Thinking that such policies of the CIO office, which are related to trade partners in the negotiating table, such policies are likely to be more sustainable and are likely to be more caravants and the country’s exceptions. Points. “
This means that there is no indefinite in economic outlook and it is Fed Stopping Everything from Interest Rate Decisions for Business investment.
“During the PAUSE period, a number of trade agreements continue to wait for a number of agreements to ensure the speed of a number of trade, the ongoing uncertainty may lead to a further increase in market volatility,” Hafel said.
“The market can be an effective way to deploy standardized investors in the US capital, and capital protection strategies can help manage close-term risks.”
This story was first displayed Fortune.com
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