smartcybers786@gmail.com 
A view shows a hat in support of Republican Donald Trump, after he won the US presidential election, at the New York Stock Exchange (NYSE) in New York City, US, November 6, 2024. — Reuters
#Investors #guard #tariff #threats #evolve
NEW YORK: Investors are trying to save departments from the potential economic outcome of President Donald Trump’s prices, even on Wall Street, many people suspect that the situation will break into a permanent trade war that dissolves assets. Does
Price announcements have reduced the markets this week as investors try to wrap their heads around a developing dispute. In Mexico and Canada, Trump, who ordered Trump on Saturday, ordered a month, while tariffs were being imposed on China, who retaliated with Levies themselves.
Some investors are preparing for the possibility of prices, which Trump pledged during his campaign, which also increases the risk of trade dispute or geographical political uncertainty to more widespread reducing assets. Includes
With stock trading on high price earnings, investors also said that tariff news could guarantee more caution for equality and create volatility in the nearby period. Matt Roy, head of Portfolio Management and Cross Asset Strategies, said that in Capital Capital Management, where rising prices of equity and other risk assets and in recent months the firm was already encouraged to become more defensive , The prices were more likely to be cautious.
Roy said, “With tariff situation,” it’s really difficult to see where it is going, how long it will continue, “Roy said,” Roy said. “But it’s easy to say that it’s not good for development. Yes, this is not good for consumer costs, and it is likely to have a negative impact on earnings. “
Price progress led to major swings in equality and currencies on Monday, which surpassed preliminary measures after reports of breaks on Mexico and Canada prices.
“The risk of revenue is straightforward and unlikely,” said Macro Straudist, Macro Straudist of Wellington Management.
Squeeze a profit
Analysts estimates that revenue can increase inflation by weighing on economic growth and corporate profits. Goldman Sex strategies said that Trump’s prices announced Saturday-25 % on Canada and Mexico and 10 % on China-in-their S&P 500 forecasts about 2-3 2-3 % The BOFA Global Research Strategy has said that the income has been said. The hit can be a maximum of 8 %.
“If the company’s arrangements decide to absorb input costs, the profit margin will be squeezed,” Goldman Equity Strategists said in a note on Sunday. “If companies pass to higher prices … to eliminate consumers, sales volume may hurt.”
Laurie Calvasina, head of the US Equality strategy at RBC Capital Markets, said in a note on Sunday, adding that the launch of taxes increased the risk of at least 5.0 percent of the S&P 500 bridge back.
On Monday, the UBS Global Wealth Management strategies have maintained their views that the end of the S&P 500 years will be from about 10 percent from the current level, but he said, “The prices exceeded in markets. It will be represented and at least on the way to investors.
UBS strategists suggested gold as an “effective hedge” against geographical political and inflation threats. Colin Graham, head of the Multi East Strategy firm, said that Robiko increased his positions in gold and US treasury last weekend, because of the prices of market pleasures. “We are worse than Friday on Friday,” Graham said, looking at the market’s initial reaction on Monday. “
The situation of the fluid
Although tariff threats support the current allocation of some strategies and encourages others to make changes, many people have warned against Trump’s announcement of a knee shock.
Morgan Stanley Equity Strategy experts said that prices reinforced their priority for services industries, including financial, software, and media and entertainment, which said in a note on Monday. “We will expect the market to revolve around services in view of the recent trade policy implementation.”
Nathan Thov, Chief Investment Officer and Senior Portfolio Manager at Manolif, said the threats from revenue and geographical political uncertainty and concerns over geographical political uncertainty have led to more defense in recent weeks due to the Menolfee Investment Management in recent weeks. And reduce the exposure to high -risk high production credit.
“But we are advocating for people to be quiet.” This is still a lot of fluid and the fact is, we do not know what policies will be. ” That Baker Avenue Wealth Management was underweight than the health care reserves coming in 2025, but in recent weeks its exposure to this group has increased because it seems to be relatively safe from tariff risk. Nevertheless, the lip said he believes the Trump recognizes concerns about the trade war in the economy and the markets, so the situation will be “good at the right time”.
In fact, many investors suspect that the Trump tariff will allow the conflict to go into a full -fledged trade war that causes a serious damage to the prices of assets.
Spencer Hackminin, CEO of Tolo Capital Management, based in New York, said he was not changing his investment portfolio based on tariff announcements. “Trump is bullfing.” Eliminate all the noise, Hakimin said.
