High Uncertainty Continues to Spook Markets Wall Street experienced a significant sell-off on Thursday, with the S&P 500 dropping 3.5% after a brief surge the previous day. Investors are concerned that President Trump's tariffs could lead to a recession in…
Tariffs Hit Markets but Room for Negotiation President Donald Trump announced new tariffs on imports, aiming to boost the U.S. economy by addressing trade imbalances and protecting American jobs. The plan includes a baseline tariff of 10%, plus specific tariffs…
Tariffs are a Negotiation Tool under Trump President Trump announced plans to impose a 10% tariff on Chinese imports starting February 1, 2025, in response to China's role in the fentanyl crisis affecting the U.S. This comes alongside a planned…
China and Mexico in Crosshairs of Trump Tariff Threats Mexico and China could face tariffs when Trump takes power at the end of January 2025. Of the two countries China is most at risk given its weak economic performance as…
Higher Tariffs Expected under if Trump Wins The article discusses the differing trade policies of Kamala Harris and Donald Trump in the context of the 2024 U.S. presidential election. While both candidates exhibit some consensus on certain trade issues, their…
The Coming Electric Vehicle (EV) Trade War The electric vehicle (EV) industry is currently at the center stage of the ongoing trade conflict between Europe, the United States, and China. This trade war has significant implications for the global trade…
How Chinese EV Dominance a Threatens Global Markets? China's rapid growth in the electric vehicle (EV) sector has been a significant topic of interest globally. The emergence of Chinese EV manufacturers and their increasing dominance in the market has sparked…
Our view regarding the recent escalation of trade tensions is that we are just at the start of the process and that the recent market rally yesterday is premature. Chinese investment of high-tech US companies has been stymied and regulated…
The new Trump administration has met with auto executives recently. He has threatened a 35% tax on imports from Mexico. Yesterday, without notifying the Mexican delegation, Trump and his press secretary made the decision to build the wall. And by…
The coming trade friction and quite possibly geopolitical tensions between the US and China should be taken seriously by market players. In our opinion, this risk has increased. As a prelude for what to expect, look no further than what…
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