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China, tariffs, and Trump 2.0
In the immediate aftermath of the U.S. election, we reviewed global markets for signs that tariffs were getting priced. At the time, the dollar had risen meaningfully, but that rise looked like it was driven by expectations of faster U.S. growth, not by markets putting meaningful probability on additional tariffs. This picture has grown even more pronounced since then, with the dollar rising further, but not versus currencies that would be most impacted by China tariffs, such as the Chinese yuan or Japanese yen. The conclusion remains, therefore, that markets price little tariff risk. We review the various moving ... (full story)
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- Posted: Jan 16, 2025 11:37am
- Submitted by:Category: Fundamental AnalysisComments: 0 / Views: 4,639
