Physical Address
304 North Cardinal St.
Dorchester Center, MA 02124
The uncertainty around the upcoming tariffs in the United States weighed in the world markets over the last month,-but the long-awaited announcement of President Donald Trump may not end up, analysts say.
Trump is expected countries and sector will affect, If the measures take effectAs far as they will be high, either how they will be calculated, and whether there will be any or many notable exceptions.
Investors are trying to disassemble the rhetoric from reality on the eve of the presidential address. Global shares have suffered its worst month for a year and a half in March, according to the data MSci World Index. Europe Stoxx 600 It decreased by 4.18%and the US S&P 500 collapsed by 5.75%. Asian-Pacific stocks were a little more supple, though Chinese CSI 300 Abandoned 0.07%.
Zoe Gilzppi, a chartered wealth manager at RBC Brewin Dolphin, said the announcement on Wednesday is “unlikely” to contain full information – and still leaves insufficient clarity compared to the worldview.
“The danger of actually after the announcement, whether we will see the European Union, which is returning with some tariffs for retaliation, and indeed the one that sounded from this,” she said on Wednesday, “Squawk Box Europe”.
“It may be more uncertain, because it is played out, and (questions) whether it will look like inflation history, more fixed in the long run.
“Massage Day”?
While Trump called “Liberation Day” on April 2, the best descriptor may be a “massacre day”, said Ozan Ozkural on Tuesday, which was founded by the head of Tanto Capital Partners.
“It’s just Trump’s classic shock and admiration trying to get colleagues to the negotiating table to try and get a better deal for the US,” he said.
“The way he is engaged in it, and the fact that there is a continuous news cycle that sometimes contradicts is what makes any asset to appreciate.”
“If you look at the goods markets, it’s crazy because on the one hand you say Secondary sanctions on Venezuela oil. Potentially Russian-UkraineWhich can return Russian raw to the market, which is a completely different game, and now potential secondary sanctions on Russian alleys. It is now very difficult to appreciate something, so we take it day after day and hours, “said the ozurael.
He added that nevertheless, rates on the US, which exceeds Europe in the long run, despite the rude start in the 2025 markets. At the time Huge new defense, infrastructure and climate of GermanyThe continent will continue to suffer from its innovative break, he claimed.
Gilpin RBC Brewin Dolphin also said the riches leader saw that the United States had eventually exceeded, even when it had recently reduced its distribution to the US.
“Of the -wide nature of the US and the quality of companies, it is quite difficult to look elsewhere, a longer term and avoiding the US,” she said, citing the influence of artificial intelligence.
But the additional uncertainty, which compresses almost and medium-term prospects for investors, include what tariffs on impact will have on the US growth, inflation and the path to interest rates, continuing Gilzpi-something in the short term can push investors to look at more wellness companies.
However, Arno Girer, Head of Economics Department and Cross Asset Strategy at Kepler Cheuvreux, said a “peak uncertainty” for markets on Wednesday.
He also noted that the first quarter of the United States saw a huge rollback, which recorded one of the biggest exceeds in Europe.
“I hope there will be a sense of moderation today, we will see. Perhaps it is too naive, after all we have seen from Trump,” he said “street signs of Europe”.
“Analysts have shared numerous numbers that they are modeling any scenarios. So I hope that tonight will be the worst – it is a peak of uncertainty, and from there there will be negotiations, discussions, and hopefully it will be a little smaller than the worst … And so I hope it can help the American recovery market.”
