In this latest 9 TO 5 Live episode, François Savary, CIO of GENVIL SA, joins Mark Williams to break down the potential impact of President Trump’s new tariff announcements on global financial markets.
Key topics covered in the video:
Slower economic growth: New tariffs could further dampen US economic momentum.
Rising inflation: Combined with a weakening dollar, protectionist measures may increase inflationary pressure.
A weaker US dollar: This trend complicates inflation management and raises challenges for US fiscal financing.
Bond market caution: Investors are increasingly wary given uncertainty over interest rates and fiscal policy.
Fragile stock valuations: Market stability is needed before considering renewed equity exposure.
Europe’s measured response: European leaders are taking a cautious stance, avoiding immediate escalation.
Gold and silver as safe havens: Despite recent profit-taking, both metals remain attractive in today’s uncertain climate.
For more insights, visit Mark’s YouTube channel and follow the latest discussions.
