Market Intelligence—03.12.24
Macroeconomics
Announcements by the US president-elect to introduce further tariffs on countries including free-trade-agreement partners Canada and Mexico have generated great interest. Considering the far-reaching consequences, the decisions that follow the inauguration of the new president will be of great importance. Inflation and currency may not go the way expected.
Entire supply chains are up for grabs and if tariffs are imposed as planned, this is likely to trigger significant changes and shifts in production and supply chains.