US EditionSix Minute Strategy: Why are markets celebrating tariffs? - Sarasin & Partners UK
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Six Minute Strategy: Why are markets celebrating tariffs? - Sarasin & Partners UK
Despite the bluster, confusion, and policy U-turns coming from the Trump’s administration, MAGA policies are actually gaining traction on the ground far sooner than may had guessed possible. In dollar terms, US markets are close to record highs, and corporate earnings forecasts for the year ahead have been steady. However, most sentiment indicators for both individuals and corporates in the US suggest confidence is falling while prices or price …
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