The rate trigger is sold, lights Stafflation’s concerns

The 25% rates of the president of the United States, Donald Trump, in Canada and Mexico, and an additional 10% in China, are officially instead, which shows that they were not soft simply as a negotiation tactic, as many had thought, and expected. Since then, Canada and China have announced retaliation rates, while Mexico said their response will arrive on Sunday.

Geopolitical trade and international relations can be fractured by the United States, but they could be national consumers and the economy that hurts the most. Business leaders in retail shipping and sale, two industries that serve as a chimney of the economy, expressed concern that tariffs could increase prices, even in a matter of days.

In the markets, investors were also scared. All the main reference points of the US. UU. They collapsed. The profits obtained by the S&P 500, since it set up the wave of the victory of Trump’s victory on election day, have now disappeared. Technological actions have been mistreated since the inauguration of Trump in January. The tax on goods imported from other countries is also beginning to seem one in shares.

Commitment in rates?
25% rates of the president of the United States in Donald Trump’s assets Imported from Canada and Mexico, as well as an additional 10% tax in China, kicked midnight on Tuesday. The United States Secretary of the United States, Howard Lutnick, said Tuesday that Trump “probably” will announce The commitment of the rate agrees with Canada and Mexico As soon as Wednesday. In a speech against Congress on Tuesday, Trump said his tariffs will cause “A bit of disturbanceBut we agree with that. “

China goes to the economic growth of “about 5%”
China is pointing to a Growth Internal Product Growth Objective of “Around 5%” by 2025according to the official Beijing report. The second largest economy in the world too raised its objective of budget deficit to “about 4%” of GDP of 3% last year, which is the largest registered fiscal deficit that dates back to 2010, according to the data accessed through wind information. The measure, among other stimulus measures announced on Wednesday, marks a significant change in Beijing’s policy, since it tries to address a slow economy.

Price increases probably, companies say
Trump’s tariffs could increase prices in days, they said business leaders. “The short -term effect of any tariff is clearly inflation.“said Charles Van Der Steene, president of North America for the Maersk shipping giant, while Target CEO Brian Cornell Price increases in the next few days.” This is causing fears of “stagflation” In the economy of the United States, in which prices increase but growth slows down.

US markets collapse in tariff fears
Investors sold US shares on Tuesdayscared by the effects of tariffs on the economy. He S&P 500 lost 1.22%, the Dow Jones industrial 1.55% fell and the Nasdaq compound It retired to 0.35%. The CSI 300 of China rose to 0.42% as investors evaluate the news of the country’s parliamentary meetings. Of Australia S&P/ASX 200However, 0.77% fell even like that of countries The GDP of the fourth quarter expanded 1.3% year after yearovercoming expectations.

The profits of the ‘Triunfo’ elections
The “coup of triumph” in the markets has disappeared. After falling on Tuesday, the S&P 500 closed to 5,778.15, below the level of 5,782.7 on election day, November 5. This means that the index has lost its profits after the election. He Russell 2000 The small tapas index, which jumped 5.84% on November 6, has dropped approximately 8%. Meanwhile, Technological actions have collapsed more than 7% Since Trump took office in January.

(PRO) Look in Europe in search of capital: analysts
Europe is the place to be for capital investors, according to analysts who marked growing valuations and political risks in the US market as inconveniences compared to the most stable geopolitical environment in Europe. Europe’s market and economy also offer Several other advantages About that of the United States

K-POP actions challenge the political and economic problems of South Korea, as well as Trump’s tariff threats

South Korea’s economy has slowed down, with growth reaching a minimum of several quarters. His currency has been under pressure, and the country is in political agitation. The tariff threats of the president of the United States, Donald Trump, have not facilitated things. But there is a sector that has offered hope for investors this year: K-Pop, one of the largest cultural exports in South Korea.

The actions of the four main K-POP companies have earned between 20% and 33% so far this year, surpassing the Kospi’s 5.39% gain and the increase of 8.8% of Kosdaq, as of March 4. Hybe, JYP and YG have also reached new 52 -week maximums this year. One reason why investors are resorting to K-Pop’s shares is that the sector does not face the risk of US rates, wrote Shinhan Ji In-HAE values ​​last month, according to a Google translation of his note in Korean.