Adult analysts say on July 9

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The countdown to the freezing of 90 days ends on the sweeping liberation day of the day, and the administration of President Donald Trump is far from the goal of “90 deals in 90 days”.

The deadline imposed by Trump on July 9 follows his full mutual identification in April, which sparked global panic and caused S&P to Incurred 5 trillion dollars in value in about two days. With the approach of next week, the Trump administration announced new trade agreements with countries including China, Vietnam and Indonesia – but the details about these agreements are small, and no other deals have left so far consumers and investors with little clarity.

Investors are accustomed to “Taco“Or Trump always gets to trade, as the markets decrease when Trump announces a very slope tariff on imports and then jumping again when it stops temporarily. But experts say this style cannot continue forever.

Dan Evz, stock research analyst, stock research analyst, stock research analyst luck. “Although the market may ignore it, for companies that operate every day, there is an unknown and a lot of white joints. It is a main week and a few aid (for).”

Economists already expect current tariff rates Increase costs On consumer goods this summer – these prices may increase after July 9. Pantion’s macroeconomic economists wrote in a memorandum on Thursday that there is an “imminent danger” of a temporary jump in definition rates in all fields with the approaching date. If they are imposed, mutual rates can enhance consumer prices from tariffs to 1.5 % of 1 % under current tariff rates, written.

But experts are skeptical that Trump will maintain any reciprocal rates imposed next week, as rates have decreased in the past with the continued talks with commercial partners. Trump and China made a rare land deal in June, after Trump Folded for a short time 125 % duties on Chinese imports in April.

“In the end, we expect any correction of the customs duties is short -term. Other countries will respond strongly; they all saw Mr. Trump to pressure from China in May.” “The economic background is the weakest compared to April and the additional decrease in the president’s approval classification since then indicates a final climb.”

Some experts even expect a slight change as the deadline approaches, as current agreements with the main commercial partners should still be refined.

Paul Donovan, chief economist at UBS, said, said Paul Donovan, chief economist at UBS, said, luck In an e -mail message Thursday. The Chinese “agreement” is simply a partial escalation of an unlimited deal. The UK’s “agreement” is partially implemented with a lot of dispute over the outstanding details. The deadline is likely to be a point through which other extensions or continuing negotiations are announced.

Trump’s credibility in the question

The markets are used to Trump on the threats of severe definitions. Now, experts say that the following Trump moves will reach whether the countries in negotiations with the United States have a similar mentality.

luck. “The focus is always on showing that it can actually cut you.”

Wizman expects to announce some deals, although he says it will be nominated by the administration.

“Trump can always come out and say:” We have a deal, “Wizmann said. “There is a full range of ways that this can go properly, and it is also a full range of woven ways.”

Experts say they expect continuous talks last July 9 with many major trading partners such as the European Union.

“The deadline will not change much – most often, the current situation will be kept while negotiations continue with more or less vibrant depending on the importance of the bilateral relationship,” UBS Dunovan wrote, “Uncertainty about the final result of the decline.”

Trade with China

China represents about 37.6 % of American imports this year, according to the intelligence chain platform in the 44 supply chain. This is a 0.1 % increase from 2024.

However, Wizmann says that any commercial agreements that will get the near future may look forward to preventing China from transporting capital inside and outside the supply chains in other countries. This may be the focus of commercial agreements with countries such as Japan, South Korea and the European Union.

“If you can make these countries depend on bilateral trade with the United States and depend less on China, you are essentially linking these countries in the American orbit permanently,” Wizmann said.



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