PERSPECTIVES Special – Hefty stock price reactions to U.S. tariffs

U.S. trade and tariff policies and their lack of predictability have caused significant price fluctuations in all areas of the financial markets. Below, we address the market reactions and their causes, and analyse the opportunities and risks currently facing investors in the markets.

In this PERSPECTIVES Special we focus on:

Key takeaways:

U.S. trade policy and the unusually strong market movements it has caused recently.
President Trump’s "tariff pause" and the escalating trade conflict with China
Growing concerns in capital markets about a global economic downturn and the lack of "safe haven" demand for U.S. bonds and the USD.
The opportunities for long-term investors in the event of further equity market setbacks.

The PERSPECTIVES Special is currently available and client-ready for the following regions: Germany, Americas, Europe, Middle East, Africa and Asia Pacific.

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Hefty stock price reactions to U.S. tariffs