Which? Could uncertainty in the markets provide a good opportunity to invest?
Apr 24, 2025
Investment experts Josh Wilson from Which? and Russ Mould, AJ Bell's Investments Director, dive into the chaos caused by recent U.S. tariffs. They unpack how these tariffs could reshape the housing and bond markets, potentially creating unique investment opportunities. The conversation shifts to the unpredictable nature of investing, emphasizing diversification and strategic decision-making. With market accessibility on the rise, they discuss how new platforms are changing the game for all investors, especially beginners.
AI Snips
Chapters
Transcript
Episode notes
Tariffs Impact On US Markets
- Trump imposed a flat 10% tariff on all US imports and higher tariffs on China, causing market turmoil.
- The US bond market reacted unexpectedly with yields rising, raising borrowing costs for the US government.
US Debt and Bond Market Risks
- US government debt is massive and rising, costing $1 trillion yearly in interest.
- Rising bond yields threaten a dangerous cycle of higher debt and inflation.
The Threefold Tariff Challenge
- Trump's tariffs aim to boost US jobs by making imports more expensive and generating revenue.
- Achieving jobs growth, tariff revenue, and tax cuts simultaneously is a complex balancing act.