Markets Trump’s Tariff news does not receive the assurance they want
Uncertainty around the upcoming US tariffs has been aggravated in global markets for the past month – but the announcement of President Donald Trump’s expensive Wednesday may not end the opening, analysts.
Trump, many unknown unknowns, Wednesday evening (9 PM BST), which is expected to be fleshed at an address Countries and sectors Will be affected, Measures to take effectThe higher they will be or how they will be calculated and will not be dependent on any or many notable.
Investors were trying to take rhetoric to the president from reality. Global Shares took the worst month in March within a year and a half MSCI World Index. Europe’s Stoxx 600 The United States decreased by 4.18% while the S & P 500 decreased 500 500. Asian-Pacific Shares were slightly stronger than China CSI 300 0.07% were immersed.
Zoe Gillespie, RBC Brewin Dolphin Chartered Wealth Manager, “It’s not possible” to contain the full details of Wednesday and will still be clarified over the outlook.
“In fact, the danger will happen after the announcement, we will see that the European Union returned with some revenge tariffs and will actually meet with the outlook.”
“This is the inflation story, because we have a more inflationary story, more inflation and growth effect because we have the more inflation and growth effect.
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“This is just a classic Trump shock and scares when trying to get counterparts towards the negotiating table to achieve a better agreement for the United States,” he said.
“The presence of a continuous news period that deals with this and sometimes contradictory is the price of any asset.”
“If you take a look at the commodity markets, crazy because you talk on the one hand Second sanctions on Venezuelan oil, potentially the Russian-Ukrainian dealThus, Russian crude oil is a completely different game and now brings potential secondary sanctions on Russian oils. It is very difficult to evaluate something at the moment, so we accept it from day to time, sometimes, sometimes, “he said.
He added that despite the fact that the market is more tougher for 2025, the United States has bets over Europe in the long run. Will benefit from the tail, including amendments and regional obligations in Europe and Great New Protection of Germany, Infrastructure and Climate FoundationDefended that the continued to suffer from the continent in the innovation cavity.
RBC Brewin’s Dolphin’s Gillespie also said that the wealth was recently won the United States at the end of the United States, even if he had recently allocated in the United States.
“It is very difficult to look at another location for the quality of the United States and the quality of companies, and the United States is very difficult,” he said.
However, the medium-term outlook for investors, investors’ detailed tariffs can continue to develop the road for tariffs, inflation and interest rates, to avoid global supply chains in Gillespie, can look at more internal-oriented companies to avoid global supply chains.
However, the head of the Economy and Cross strategy in Kepler Cheuvreux Arnaud Gordod, said that the “Peak Uncertainty” brand for Wednesday markets said.
He noted that the United States has seen a great retreat in the first quarter and recorded one of the largest outperformances in Europe.
“I hope you have a moderation feeling tonight. Perhaps this is very naive, because it is very naive, because this is very naive, because this is the CNBC’s” Street Street Europe “.
“I am confident that many numbers are shared by analysts and modeling all kinds of scenario.
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