How to prepare for an escalation of the global trade dispute

Japanese yen a safe haven

clock • 3 min read

A walk past many of the Merchants Halls in great British market towns reminds us constantly of the importance of trade and its ability to drive wealth creation.

President Trump's tariffs promise to disrupt trade flows threatens long-term economic growth and the associated wealth creation.  The considered market reaction has so far been modest as investors recognise the limited footprint of the tariffs announced (US aluminium and steel imports are 0.25% of GDP) and judge that Trump will stick to his model of shouting loud only to row back later.  'A policy mistake of gigantic proportions': Markets and experts react as China hits back at Trump'strade tariffs There is also a strong belief (maybe hope?) that so far the Chinese and others have ...

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