Investors Donald Trump warns another shock in the market

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The US shares in record numbers block the risks faced by Donald Trump to the world’s largest economy, according to large investors and senior bankers who have warned of “contentment” in the market.

VIPs from Amundi told Jpmorgan Chase that the prosperous markets were falling with great confidence that the US President would retract the policies that are likely to threaten the country’s financial stability.

“It is clear to me that there is some contentment about the Taco trade,” said Vincent Mortier, the chief investment official in Amondi – the largest asset manager in Europe – indicated by a narration adopted in Wall Street.

Jimmy Damon, CEO of JPMorgan, one of the most prominent executives in US financing, chanted this feeling at an event on Thursday, noting that “unfortunately, I think there is there there Self -satisfaction In the market.

“The market assumes that many of this tariff policy will disappear, and I don’t think it will do so,” said a former Trump official. “Trump has always liked the definitions.”

The S& P 500 stock index increased by about 30 percent of the lowest level in April, as it has recovered since Trump stopped the comprehensive definitions that he announced during the “Liberation Day” event at the beginning of that month. I ignored the shares widely from the latest batch of Provisions of customs tariffs This week against large global economies, including Japan, South Korea, Canada and Brazil.

Trump insisted that he will continue to threaten him with highly slope “mutual” fees starting from August 1, while pledging that there will be no “extension” if its counterparts did not reach commercial deals. Only three countries did that – UKand China and Vietnam.

Several Wall Street’s bank research departments have told customers that Trump is likely to reduce his intense installments rather than risk another match of market disturbance.

This amazing view helped maintain expected fluctuations in stock and bond markets in the United States, and paid the cost of borrowing to American companies.

Goldman Sachs indicated on Friday that “credibility questions can help explain the most rift reaction” in the shares of the United States in Trump’s halls of tariffs this week compared to the turmoil in early April. S&P 500 closed on a record level on Thursday, and little changed on Friday.

But some bankers and investors are increasingly concerned that the president may surprise the markets by adhering to his weapons.

“It is a sudden environment, meaning that Taco’s feelings can go on the side of the road. The definitions that ended in adhesion are somewhat high. However, the markets have been sworn. Will there be a day of reckoning?”

The market participants said that it was not the definitions alone that risked a new match of the market.

Trump has repeatedly pressed the Federal Reserve Chairman Jay Powell to reduce interest rates in an attack on the independence of the central bank. Meanwhile, Congress approved the leading budget bill for the president, which is expected by independent analysts to add trillion dollars from public debt in the coming years.

These fears have been pushed into the foreign exchange market, where the US dollar suffers from the worst of the first half of the year Since 1973. Some bankers and investors are concerned that there are deeper strains that may wait for us.

Mortier said that Amuundi is underweight in “Most of our wallets”, expecting that Greenback will decrease against other currencies.

A senior executive of a major American bank said that the Trump administration and tax bill policies may “imagine America as a stable and reliable store of value.”

The CEO said that investors are considering their exposure to the United States unprecedented, and many have recognized that “the premium of the risk -free” had declined.

However, he stressed that the greatest anxiety is the United States’ deficit, which is suffering from our inability: “It is the biggest shortage of peace since (World War II). Mathematics is simple – spending a little less tax – but it aims to harm the bond market and eventually the dollar.”

One of the senior executives in the global lender agreed that the United States lost its “safe haven.” “The United States is still an important market, but the cost of doing business has increased significantly,” said CEO.

The CEO added that there is also an increasing feeling of anxiety about broader political issues, such as the rule of law.

The banker said: “The recent attack on law firms, the media, and universities relate to global investors who have always believed that this type of things happened in emerging markets instead of the largest economy and the most stable in the world.”