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If new Trump tariffs stick, markets have only just begun to react

Saxo Market Call

CHAPTER

Market Reactions to Tariff Negotiations and Energy Sector Implications

This chapter explores how ongoing tariff negotiations and geopolitical tensions are reshaping market dynamics, especially in the energy and commodities sectors. It examines the implications of U.S. crude dependency on Canada and the impact on U.S. farmers, alongside China's strategic responses amid asymmetric trade relations.

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