Investors do not feel threatened by Trump’s tariff

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US President Donald Trump is delivering a speech during the start ceremony at West Point Military Academy in West Point, New York, United States, May 24, 2025.

Nathan Howard Reuters

If US President Donald Trump is following his threat by 50 % of the customs tariffs on the European Union, he will impose higher duties on America’s ally compared to 30 % on China currently.

But on Sunday, Trump said he would delay the customs tariff in the European Union to July 9 of June after a call with the President of the European Commission Ursula von der Lin.

In fact, when the definition news broke out for the first time, analysts were not convinced of Trump’s great statement. For anyone, the US President used the word “recommendation” – a proposal instead of clear guidance. Trump has also returned to more than one occasion regarding import duties: The “mutual” customs tariffs stop and Reducing commercial barriers with ChinaAnd if it is both on a temporary basis.

The main US and European stock indicators had no sharp reaction compared to Trump The initial announcement of definitions On April 2, it indicates that investors have begun to obtain tariff ads with a little salt.

Barclays wrote in a memo on Friday, that a 50 % tariff proposal on the European Union is the “negotiating tactic” in the first place.

However, the markets decreased in the week – the S&P 500 index, the industrial Dow Jones index and the Nasdaq compound lost more than 2 % during that period – where the cabinet revenues jumped.

The sale in the locker came on Trump’s back Tax billWhich is estimated Add 2.3 trillion dollars to the federal deficit.

Therefore, while investors seem to communicate with Trump’s tariff statements, there is a lot in the president’s arsenal to maintain the markets.

What you need to know today

Trump recommends 50 % on the customs tariff for the European Union
US President Donald Trump said on Sunday that he would delay
A 50 % tariff for the European Union Until July 9, days after “recommendation” Kikl from June 1. Commercial shipping experts said this Such definitions can “reverse results” on the United States And make manufacturing more expensive. The White House did not explain the publication of President as an official policy, according to CNBC.

The markets decreased – a little
American stocks fell on Friday On Trump’s tariff threats. the S & P 500 0.67 % fell, and Dow Jon’s industrial average Loss 0.61 % and Nasdak 1 % slide. These moves, however, is much smaller than More than 4 % drown On April 4, after Trump announced the “mutual tariff”. Likewise, Europe Stoxx 600 index 0.93 % decreasedModerate than it was after the day of Trump’s liberation. “

Apple to pay a 25 % tariff: Trump
Trump said in a Social media After Friday apple You will have to Paying a 25 % tariff Or more iphone Wall Street analysts in the United States estimate that the transfer of iPhone to the United States will make a smartphone At least more expensive. However, analysts said it is likely to be more logical on Apple Cost Instead of moving production in the United States.

Merging the American steel and the steel steel
Friday, Trump Integration cleansing to Steel USA and Nippon steelSay in a publication Social truth The deal “will create at least 70,000 jobs, and add $ 14 billion to the US economy.” Former US President Joe Biden prevented Nippon Steel from buying US steel for $ 14.9 billion in January, citing National security concerns. The US hard shares increased by 21.2 % on the news.

(Pro) NVIDIA profits to determine markets
Nafidia Announcing the profits of the first quarter this week. On Wednesday – besides the comments, it seems that Trump shoots from the hip – Determine the feelings of investors for the markets for the week. Also monitored the US Personal Consumption Expatriate for April to obtain signs of how the definitions of the prices that families pay for goods and services affect.

Finally …

Artificial Intelligence robot is looking to display future digital data.

Yuitiro Cheno Moment Gety pictures

Companies turn into artificial intelligence to move in Trump’s tariff disorder

Several technology companies told CNBC that they spread artificial intelligence to depict global supply chains of companies – from the materials used to form products, to where these goods are shipped – and understand how Trump’s mutual tariffs are affected.

Last week, Salesforce She said she has developed a new Importer agent It can “address changes immediately for all 20,000 products categories in the American customs system and then take measures on them” as needed, to help navigate customs tariff systems.

Zac Cas, a former head of Openai’s strategy, told CNBC’s Silvia Amaro at the Ambrossi Forum in Italy last month, that the uncertainty of the US tariff measures may “may provide the moment of Amnesty International Lading.”



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