Capital Group’s latest whitepaper explores the economic rationale, risks, and market consequences of tariffs, with expert insights from economists Jared Franz and Robert Lind.
Key Insights:
- Four Motivations Behind Tariffs: Decoupling, rebalancing trade deficits, negotiation leverage, and revenue generation—all with distinct investment implications.
- Inflationary Pressures: Tariffs raise import prices; persistent trade wars could fuel longer-term inflation and rate volatility.
- Trade Reciprocity Shift: U.S. policy may seek parity in tariffs, risking retaliation
Access the full report for a deeper look into tariff strategies and how they may shape global markets in 2025.
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