The Latest On Tariff Policy And Market Impact
Source: SeekingAlpha
2025-05-16 03:20:00 ET
Summary
- We have recently seen two significant developments regarding tariff policy: announcing a trade deal with the UK and announcing a 90-day de-escalation period with China on May 12th.
- The US has agreed to roll back the most aggressive actions post-liberation day, taking the effective tariff rate from 145% to around 40%.
- We should expect that tariff policy will remain uncertain, and progress may be intermittent, creating volatility in financial markets and having real economic consequences.
As we move through May, tariffs remain prominently in the headlines. But, where shock replaced uncertainty on April 2nd (and the days and weeks that followed), we may now be getting more clarity on the direction of travel and the ultimate landing spot for tariff rates in the near term....
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The Latest On Tariff Policy And Market Impact
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