In the latest Market Update video from us, Jeremy and Steve Williams from Cormorant Capital Strategies discuss the market movements since Trump first announced his tariffs.
They explore whether this volatility is a standard market correction or indicative of something more significant.
While acknowledging the initial market downturn and the unusual level of noise surrounding Trump's actions, Williams suggests that the extent of asset price declines thus far hasn't been remarkable compared to previous market drops.
The conversation also touches upon the potential strategic goals behind Trump's tariff policy, including the reindustrialisation of America and using tariffs as a source of revenue to potentially facilitate tax cuts, and concludes that markets will likely adapt to this new landscape
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