Sell ​​a tariff trigger, ignite the worries of staglation

25% of the US President Donald Trump's tariffs on Canada and Mexico and an additional 10% on China are officially on the spot, proving that they do not only wave the negotiating tactics, as many thought – and she hoped. Since then, Canada and China have announced retaliation tariffs, and Mexico said that her answer would come on Sunday.

Geopolitical trade and international relations can be broken by the US, but they may be domestic consumers and the economy that hurt the most. Business leaders in the field of shipping and retail – two industries that serve as a belfry of the economy – they expressed fears that tariffs can raise prices, even within a few days.

Investors were also terrified in the markets. All the main American comparative tests have fallen. The profits achieved by the S&P 500, when the wave of victory of Trump on the day of elections was riding, now disappeared. Technological reserves have been battered since the inauguration of Trump in January. The tax on goods imported from other countries also begins to look like shares.

Compromise on tariffs?
25% of the US President Donald Trump's tariffs for goods Patterns from Canada and Mexico, as well as an additional 10% fee in China, kicked on Tuesday in the north. American trade secretary Howard Lutnick said on Tuesday that Trump would probably announce Compromise contracts with Canada and Mexico As soon as on Wednesday. In a speech before Congress on Tuesday, Trump said his tariffs would cause “Some disturbanceBut it won't happen to us. “

China is focused on economic growth “about 5%”
China is attacking Purpose of gross product growth “about 5%” for 2025According to to the official report of Beijing. The second largest economy in the world raised the purpose of the budget deficit to “about 4%” of GDP With 3% last year, which is the highest fiscal deficit in the record result of 2010, according to the data available using the wind information. The transfer, among others, with measurements of stimuli announced on Wednesday, means a significant change in Beijing's policy because he is trying to deal with a slow economy.

Companies say that price increases are likely
Leaders, Trump tariffs can raise prices within a few days. “The short -term effect of any tariff is clearly inflation– said Charles van der Steene, president of North America for the MAERSK shipping giant, while the goal of CEO Brian Cornell said on Tuesday CNBC “The consumer will probably see Price increase over the next few days. “This is causing fear of “stagflation” In the US economy, in which prices are rising, but the growth slows down.

American markets fall on tariff fears
Investors sold US shares on TuesdayTerrified by the influence of tariffs on the economy. . S&P 500 lost 1.22%, Industrial average Dow Jones fell by 1.55% and NASDAQ composite 0.35%withdrew. Chinese CSI 300 increased by 0.42%because investors evaluate messages from the country's parliamentary assemblies. Australia S&P/ASX 200However, it fell by 0.77%, even as a country GDP in the fourth quarter increased 1.3% year on yearovercoming expectations.

The “Trump Bump” elections destroyed
“Trump Bump” has disappeared in the markets. After the fall on Tuesday, S&P 500 closed to 5,778.15, below level 5 782.76 on the day of the election, November 5. This means that the index lost its benefits after the election. . Russell 2000 The small hat indicator that jumped by 5.84% on November 6 fell by about 8%. Meanwhile, Technology reserves have fallen by more than 7% He took the office since time in January.

(Pro) Look at Europe for own capital: Analysts
According to analysts who marked the growing valuations and political risk on the American market in Europe, is a place for capital investors compared to a more stable geopolitical environment in Europe. The European market and economy also offer A few other advantages over the USA

K-pop supplies oppose the political and economic misfortunes of South Korea-Trump's tariff threats also

South Korea's economy is slowing down and the growth has reached low multiple levels. His currency was under pressure, and the country is in political confusion. US President Donald Trump's tariff threats were not easier. But there is one sector that this year offered hope to investors: K-Pop, one of the largest cultural exports in South Korea.

The shares of four main K-Pop companies have gained 20% to 33% this year Kospie 5.39% profit and an increase of 8.8% KOSDAQ, from March 4. Hybe, Jyp and YG have also reached new 52-week Maksa this year. One of the reasons why investors turn to K-Pop is that the sector is not in the face of the risk of American tariffs, the analyst Shinhan Sealitia, Ji In-Ha, wrote last month, according to Google's translation from the Note after Korean.