Hot take: Markets react to surprise tariff changes

Prepared for UK professional advisers only. Welcome to our latest episode, where we delve into the recent dramatic shifts in financial markets, particularly focusing on Donald Trump's unexpected tariff adjustments. We explore the potential impacts of these changes on markets and recession likelihoods, unpacking developments in equity and bond markets. We also examine the broader implications for global trade, emphasising negotiations with China.

We delve into how markets responded to the shock of tariff changes, identifying key influences such as US Treasury yields and institutional pressures. It offers valuable insights into the evolving landscape of US /China relations and its broader economic consequences. As we navigate these turbulent times, we discuss strategic responses and portfolio resilience.

 

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