Analyst: Although Trump's latest remarks mentioned tariffs again, the market seems to have shifted its focus away from tariffs
币圈网报道:On June 17, Trump made his latest remarks, saying that the EU has not yet offered a fair deal. Although a deal with Japan is possible, they are "tough". He also pointed out that pharmaceutical tariffs are coming soon. Some analysts said that Trump's remarks focused mainly on tariffs. But the analyst believes that tariffs are no longer so important because the July (tariff suspension) deadline will be extended if necessary, and the market has digested an average tariff rate of 10%. In addition, companies are still considering the issue of tariff rates of 10-20%. Positive expectations for global economic growth now rely on Trump's "Beautiful Big Bill" and interest rate cuts. Negative results in these areas may lead to a repricing of expectations and suppress risk sentiment.
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