Donald Trump's victory in the 2024 election has caused a stir in financial markets, as analysts and economists question the feasibility of his more controversial proposals.
While some are skeptical about the implementation of his aggressive campaign promises, market analysts remain cautiously optimistic.
Trump's tariff plans, including a 10% tax on all imports and a 60% duty on imports from China, raise concerns about trade tensions and potential economic consequences.
However, Goldman Sachs suggests that the actual implementation of tariffs may be limited to specific sectors, mitigating the broader economic fallout.
Insights from JPMorgan indicate that Trump's policies may not be rolled out as swiftly as indicated, with a gradual phase-in of tariffs being considered.
This measured approach suggests that economic realities and negotiation may temper the execution of aggressive trade policies.
The focus remains on how these policies evolve and their impact on domestic and international economic conditions.