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Trade wars – Escalation mode Global trade wars took an escalatory turn last week. The US government raised tariff rates on Chinese imports to 145%, and China matched the increase, bringing its rate on US imports to 125%. Some carve-outs for electronic hardware were announced over the weekend. Furthermore, reciprocal tariffs excluding China were postponed […]
Liberation Day – Trump shocks global trade Last Wednesday Trump imposed global tariffs at his proclaimed “Liberation Day”. The US imposed 10% blanket universal tariffs as a baseline, and then additional tariffs based on an odd formula dividing each country’s trade deficit by their imports. Overall, tariffs on Europe at 20% were roughly in line […]
On 2 April, Trump announced a new set of “reciprocal” tariffs to strengthen the US economy, signalling a significant shift in global economic policy. What happens now? Davide Serra, Founder and CEO of Algebris Investments, explains what tariffs really mean for investors around the world and what to expect from the Fed and the markets […]
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 […]
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