Edmond de Rothschild Asset Management provides a timely update on global market dynamics shaped by the dramatic escalation of U.S.–China tariffs and shifting investor sentiment.
Key Insights:
- Tariff Turbulence: U.S. tariffs surged up to 125% on Chinese goods; China retaliated with the same. A temporary 90-day truce was declared but excluded China.
- Market Reaction: Extreme volatility followed by partial recovery; gold hit $3,200/oz, U.S. equity indices posted sharp declines.
- Europe Holding Up: EU retail sales rose; France posted 0.2% GDP growth in Q1 despite tariff exposure.
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