Market Mover Dazi, mercati alla finestra
Jul 15, 2025
The podcast dives into the high-stakes world of international trade, focusing on proposed tariffs from the U.S. and their implications for Europe. It highlights contrasting strategies from Germany, Italy, and France amidst market volatility. The conversation then shifts to the potential effects of new tax threats and trade tensions with China. Finally, the discussion touches on how tariffs could impact the European economy and provides insights into Bitcoin's rising value and its relevance in European investment strategies.
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Episode notes
Tariff Threats Seen as Negotiations
- The threat of 30% tariffs by the US on Europe is seen mainly as a negotiation tactic by investors.
- Despite the escalation in tariff threats, market reactions remain cautious and somewhat composed, anticipating possible compromises.
Markets Expect Trump to Hesitate
- Investors show a composed reaction to Trump's 30% tariff threat on Europe, often called "taco trade".
- The markets expect Trump to escalate tensions but avoid drastic damage, keeping chances for negotiation alive.
US Tariffs Back Internal Spending
- Trump's aggressive tariff stance on Europe and Canada supports increased government spending internally.
- The US-European economic ties and synergies make a hard tariff strategy risky and potentially self-defeating.