It is Liberation Day, so what happens next? Today marks what President Trump calls Liberation Day, the moment America reclaims its rightful place in global trade. Or at least, that is how he sees it:
“Over the decades, they ripped us off like no country has never been ripped off in history, and we’re going to be much nicer than they were to us, but it’s substantial money for the country.”
A 10% levy now applies to all trading partners, with even higher rates targeting the EU, Japan, and India. Predictably, this has set off alarms about countermeasures and the dreaded “T” word, trade war. No one is “safe” from these tariffs. Investors, meanwhile, are losing sleep over uncertainties like how this will hit corporate profits, global growth, inflation, and, of course, the Federal Reserve’s next move.
In this webinar, I will discuss the potential impact of these tariffs on the global economy, markets, the US dollar, and our range of portfolios.
If you are one of our investors reading this and would like to be notified on future meetings, you can send me an email to reserve your spot.
With a truly global base, there is no one time that is suitable for everyone. I do find the 7pm (SGT/MYT) time works best for me and gels with a suitable time for the majority of my investors and partners.
I look forward to meeting you, and thank you for supporting my work.