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- President Donald Trump’s aggressive tariff campaign There is a doubt about the attractiveness and safety of US assets. However, despite the signs of the United States to be sold and a variable world order, there are still those who believe to bring the best income. This is a partial dominance in America’s critical technologies.
The idea of ”American Exclusivity” of the American Exclusivity This year, the President Donald Trump has lost rapidly to start an aggressive tariff campaign in connection with the assets of the United States.
The shares suffered from an epic melting and only took back partial losses. Are dollars and treasury bonds Losing safe shelter status. This Economy can be recessedIncreased debt may start overlapping “Exorbitant privilege” Enjoys the US and The world has already experienced affidavit issues in America.
On the contrary, in the markets in China and Europe this year, this year is relatives after the back of the United States.
However, there are some market veterans believing that the United States is the place where the United States is dominated in critical innovations.
‘Tech Trumps tariffs’
Nouriel Roubini, an economist and CEO of Advisor Roubini, the Macro Associates, as soon as possible, believes in “Tech Trumps tariffs” and medium term.
The United States has leadership in the main technologies and industries, so it does not matter whose president has written in a X on Thursday x. Meanwhile, China, “close second” and Europe completely leaves the picture.
Roubini estimates that technological innovations will increase from 200 to 4% to 4% to 4% by 2030, and tariffs result in a 50-key point, even after negotiations.
“Thus, although Mickey Mouse or a clown should manage the United States, Tech tariffs are tariffs! The exception of America will remain exclusive and strong, regardless of the private sector’s hyper dynamism and innovations,” he said.
The critical part of Roubi’s thesis is that innovations have a quick accelerating exponential growth and advantages against the audience.
Deepseek is evolving that Deepseek’s AI model, which shocks Silicon valley in the beginning of this year, noting that there is no revolution, but also indebted to existing companies for the years of Openai and mass investments.
“We could not pay less about the tariffs of the Mag-7, Hyperscalers and Technological Firms (Nasdaq),” he said. “They need to continue the massive EU Capexi to continue to wear each other relatively.”
‘Stay at home’
Meanwhile, Ed Yarden said that if Trump’s tariffs are caused by the recession, the United States will suffer less than the international market and the economy.
“The region can be guaranteed for a long-term term in the main areas of international markets, we cling to our stay at home Bias, “Was Wednesday wrote in an early note.
Trump, Friday afternoon and Friday night came before taking a 90-day break in “mutual tariffs” about Tech imports. However, Trump also warned that the tariffs will eventually strike on Sunday “All electronic supply chain.”
However, it enjoys the fullest employment of the United States, has a net energy exporter and an economy with elegant services, a economy that is strong enough to adjust the supply chain and lower pressure.
On the other hand, China’s export management strategy may not work unknown, but Germany’s producers are crushed by China.
‘The United States is very positive for that’
Then there is a head investment officer in Australian, Mark Delaney, Main Investment Officer in Australians, which is $ 223 billion.
O explained Financial times On Tuesday, the United States, as he acknowledged Trump’s tariffs, “It is still the most attractive region for long-term investments.
In fact, he did not reduce the US risk of the United States in recent weeks, and more than half of the international holding of Australians.
“Although the United States is a strong economic performance, strong productivity growth, strong gain growth and any measurement, in any size, it is too much to keep in any size,” he said. Ft.
Despite the preparation of global trade flow by tariffs, the companies in which the investments will be affected.
This can eventually hit them in the event of any escalation in the trade war, instead of serving the tariffs.
“Look at the main owners of any investor,” Delaney said. “This is the most product, mainly services, this is the way the global economy is developed.”
This story was first displayed Fortune.com
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