Peter Berezin’s Post

Stock market ‘finally paying more attention to tariffs’ as a potential headwind Tariffs have taken the spotlight as a policy issue as S&P 500 companies have discussed earnings with analysts since the U.S. presidential election, with investors awaiting clarity on what global trade under a Donald Trump administration may mean for stocks.

US Markets Rally as Trump Delays Tariff Decision Markets surged as optimism grew following President Trump’s decision to postpone new tariffs. This move is seen as a positive step toward easing trade tensions, fueling investor confidence across sectors. 📈 Key Highlights: Major indices closed higher, reflecting renewed market stability. Tech and manufacturing sectors led the rally, benefiting from trade-sensitive developments. The decision underscores the critical link between policy and market sentiment. Are we heading toward a more stable trade environment? Share your views below! 👇 #USMarkets #TradePolicy #MarketUpdates #Investing

Our Research analysts outline 3 themes to keep in mind for their Q1 2025 #outlook: the macro backdrop is attractive; tariffs and trade policy could affect growth; and asset allocation may be tricky in this environment. Learn more below ⬇️ and get their full POV ➡️: https://lnkd.in/d-rQzcVk

Tariffs are posing a significant threat to the U.S. economy, with repercussions that extend far beyond manufacturing. What impact do you think these tariffs will have on our global trade relationships moving forward? #TradePolicy #Economy #Manufacturing https://lnkd.in/exjDVN5v

As policies tighten, global supply chains, including the timber market, prop up potential shifts. Could higher tariffs and trade disputes reshape the way timber flows worldwide? 🌎 Read to know more - https://lnkd.in/dif_8Nte

🌍 Trade Policies Got You Stressed? Let’s Fix That. 💼 Tariffs and trade shifts can feel like a roadblock, but they don’t have to stop your business from thriving! 🚀 Whether you’re looking to cut costs, boost profits, or build stronger supply chains, this blog dives into practical strategies to help you adapt and succeed. From diversifying suppliers to leveraging trade agreements, it’s all about turning challenges into opportunities. ✅ Ready to level up your sourcing game? 📖 Click to read and take control of your business future! #TradePolicy #SupplyChainStrategy #BusinessGrowth #SourcingSuccess #MadeInAmerica

The 2024 US election signals major shifts in trade policy, with proposed tariffs that could reshape global supply chains. Consumer markets companies must act now to assess risks, optimize inventory, and rethink sourcing strategies to remain competitive. https://pwc.to/4gBNZfj

#economics Christine Lagarde is correct, but it goes both ways. American in Europe and Great Britain Keir Starmer and Europe in America. Local/global #glocalization, this is how I would do it to supersede Clintonomics and globalization: Locally made by US companies in all countries of the European Commission and the UK, and non-EU countries, within the economic ecosystem of every European country, because each country is different. Japan and East Asian democracies affected by the Asian financial crises of the 1990s must also do the same within the OECD - OCDE. © 2024 One World tamirisa.com TAMIRISA

Per the Financial Times: "Christine Lagarde has urged Europe’s political leaders to co-operate with Donald Trump over tariffs and buy more products made in the US, warning that an acrimonious trade war risks wiping out global economic growth." As I posted last week, this is a reminder that predicting what will actually happen on tariffs is inherently complex given the interplay of "at least three economic stages" with the mix of "trade flows, corporate pricing strategies, demand and supply elasticities, game theory, and statecraft, to name just the main ones." What is most clear to me is that there is likely to be significant country/region-level dispersion when it comes to the implementation and impact of additional tariffs. #economy #markets

The 2024 US election signals major shifts in trade policy, with proposed tariffs that could reshape global supply chains. Consumer markets companies must act now to assess risks, optimize inventory, and rethink sourcing strategies to remain competitive. https://pwc.to/4at2iQX