Investors don't feel so threatened by Trump tariffs

If US President Donald Trump follows his threat of 50% tariffs for the European Union, he would impose higher obligations for the ally of America compared to the 30% that it is currently imposing in China.

But on Sunday Trump said that he would delay the tariffs on the EU on June 1 from June 1 after a call with the President of the European Commission, Ursula von der Leyen.

In fact, when the news about the tariffs broke for the first time, the analysts were not convinced that Trump's statement was huge. On the one hand, the US President used the word “recommendation” – more of a proposal than a declaration of intent. Trump has also declined more than once in terms of import duties: the “mutual” tariffs and reduction of the trade barriers with China, albeit temporarily.

The most important stock indices in the United States and the European stocks had no sharp response on April 2, compared to Trump's initial announcement on April 2, which signaled that investors start with a pinch of salt.

The proposal of 50% tariff for the EU is primarily a “negotiation tactic”, wrote Barclays in a Friday note.

Nevertheless, the markets went back during the week – the S&P 500, the Dow Jones Industrial Index and the Nasdaq Composite lost more than 2% during this period – than the returns of the Ministry of Finance jumped.

The sale in Treasurys came to Trump's tax bill, which gives the federal deficit by $ 2.3 trillion.

While investors have to do with Trump's tariffs, there is much more in the Arsenal of the President to keep the markets nervous.

Trump recommends 50% tariffs on the EU
US President Donald Trump said on Sunday that he would delay 50% tariffs in the European Union by July 9, days after they are to be “recommended” from June 1st. Commercial freight experts said that such tariffs in the United States could “backfire” and make production more expensive. The White House has not interpreted the position of the president as a formal declaration of politicians, reported Eamon Javers from CNBC.

The markets fell – easy
The US shares fell on Friday due to Trump's threats to tariffs. The S&P 500 Rundeteated 0.67%, the Dow Jones Industrial Average Lost 0.61% and the Nasdaq Composite Slid 1%. However, these movements are much smaller on April 4 than the selection of more than 4%after Trump announced his “mutual tariffs”. Likewise the Europe Stoxx 600 The index fell by 0.93%, milder than after Trump's day of liberation. “

Apple to pay 25% tariff: Trump
Trump said that in a social media contribution on Friday Apple Must have to pay a tariff of 25% or more for iPhones that were produced outside of the US Wall Street analysts, that moving iPhone production to the USA would make the smartphone at least 25% more expensive. However, analysts said that it would probably make more sense for Apple to eat the costs instead of moving production in the USA.

US steel and Nippon steel distortion
On Friday, Trump solved the merger of US steel and Nippon Steel and said in a post about the truth that the deal will “create at least 70,000 jobs and add $ 14 billion to the US economy”. Former US President Joe Biden blocked Nippon Steel in January for the purchase of US steel for $ 14.9 billion, citing national security concerns. The stocks of US steel rose by 21.2%in the news.

[PRO] Nvidia revenue to determine the markets
Nvidia Call the result this week in the first quarter. The event on Wednesday – in addition to comments Trump seems to be shooting out of the hip – will determine the investor's mood for the markets for the week. Also pay attention to the US consumption expenditure index for April for signs of how tariffs affect the prices that pay households for goods and services.

Companies turn to AI to navigate the Turifulence of Trump tariff

Several technology companies said CNBC that they use artificial intelligence to visualize the global supply chains of the companies – from the materials with which products are formed to these goods that are sent from – and understand how they are affected by Trump's mutual tariffs.

Last week, Salesforce It announced that it had developed a new AI agent for import specialists who “process changes for all 20,000 product categories in the US customs system immediately and then take measures as needed” in order to navigate changes to tariff systems.

The uncertainty from the US tariff measurements “is likely to be shiny at the moment,” said Zack Kass, a futurist and former head of Openai's strategy, to Silvia Amaro from CNBC in the Ambrosetti forum in Italy last month.