Why not the “problem” definitions in the stock market: the veteran merchant

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The markets have been shook through the escalating trade conversations as President of Trump It expands in customs tariff policies From his first term.

The shares decreased on Monday, with S&P 500 (^GspcRegistration The worst day 2025After Trump repeated that the definitions of 25 % on the goods from Mexico and Canada It will be presented on March 4. Trump also pledged that the United States will impose an additional 10 % tariff on Chinese imports.

The changing mood in the market has repeated similar moves this year after tariff headlines. According to the veteran Wall Street Kenny Bulkari, “The tariff is not the problem. The investor’s panic.”

“Every time the customs tariff collided with the headlines of the newspaper, the market casts a Nuba, the stocks diving, the media screams the trade war, and investors like in 2008 again,” Bolkari argued at the Podcast Jewah Fayyd merchant (see the video above or listen below). “But let’s back down. Is the customs tariff really a catastrophe they made?”

The main indexes decreased during the past month as Trump made the factors of many new customs tariff ideas, including mutual definitions and new duties on steel and aluminum, among other products. But although the concerns related to the tariff were at the forefront and the center, the investors saw Arrows recovery From acute stagnation.

Read more: What are the definitions, and how do you affect you?

“The ridiculous knee reaction was,” Bulkari said of the sale in early February when Trump announced the definitions of Mexico and Canada. “Inventory that connects, fluctuating, and algorithms panic.”

“But what happens when dust settles?” He continued. “Modifying executives. Commercial deals are re -negotiated, and investors realize that the world does not end. Those who remain calm and put themselves accordingly will usually win.”

President Trump has described that the customs tariff enhances local jobs, goods and services and that the increase in government revenue will allow the United States to pay national debts in the country – which is currently at $ 36.5 trillion.

However, the predictors notice that The cost of definitions is often located on consumersThose who pay higher prices for daily commodities imported from abroad.

However, Polcari argued that the inclination of investors to control their investments in anticipation of the potential effects of definitions may harm one or more of the definitions themselves.

“If you get rid of the shares due to the customs tariff, you are doing everything wrong,” Polkari said.

Great Hill Capital and Thomas Hayes, saying that despite the panic caused by these customs duties in the short term, it is likely that the effect is neutral in the long run.

The story continues