How Trump’s trade talks may play out
Q&A: SSGA’s chief geopolitical strategist on which tariffs stay in place, who blinks first in negotiations and why recent dollar moves are unnerving
The April 2 announcement of sweeping tariffs by US president Donald Trump ended a consensus in favour of globalisation that had lasted since World War II. Now investors must decide what comes next.
At the time of writing, the facts on the ground are in flux.
On Wednesday April 9, the US paused reciprocal tariffs after Treasury bond yields soared alongside the selloff in risk assets. The US hiked tariffs on Chinese imports to 145%. China responded by announcing 125% tariffs on US goods. Treasury
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