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The Trump 2 administration has shifted the focus from Wall Street to Main Street, with active tax policies and tariffs to protect domestic industry, while increasing uncertainty and risks. Markets are in correction territory and growth is showing signs of slowing, with data calling for caution and increasing uncertainty. Markets have reacted with the underperformance […]
Auto tariffs – Game on Last week, President Trump signed an executive order introducing tariffs on automobiles and automobile parts imported in the United States. The new policy introduces a 25% tariff on the value of imported cars and components, excluding USMCA countries. For this group, which includes Mexico and Canada, only the non-US content of […]
Europe’s Wake-Up Call: Lessons from America’s growth engine The gap between US and EU GDP has widened significantly over the past two decades, and this different pace of growth has been mirrored in the stock market performance. In the early 2000s US and EU economies were roughly comparable in size; until 2012, the two economies had the […]
Europe – Tariffs on their way On April 2nd, Trump plans to implement global reciprocal tariffs on countries with trade surpluses towards the US. Termed as “Liberation Day” by Trump, investors fear the announcement sparks a new risk-off episode as the markets interpretation has lately shifted towards growth instead of inflation fears. Europe is at […]
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