Last week, I wrote: \u2018The U.S. does not have a divine right to success: this fact has put in question America’s long standing role as the world\u2019s leading market. It may be a blip, but based on Trump\u2019s apparent willingness to pause some of his tariffs, and by demonstrating that he is attuned to the scruples of the capital markets, it is indeed possible that peak uncertainty has already passed. There is a large contingency of market strategists who are of the view that market and industry will keep on pushing and prodding the Administration until Trump finally capitulates and essentially reverses the whole thing, other than the basic 10% tariff rate on the whole world except Canada and Mexico…\u00a0\u00bb<\/p>\n
A Macro Market View by Hubert Marleau\u00a0<\/em><\/p>\n Continue Reading in PDF<\/a><\/p>\n L’infolettre Palos Perspective est un aper\u00e7u hebdomadaire de la situation macro\u00e9conomique disponible uniquement en anglais. Si vous avez des questions sur l’infolettre ou des demandes g\u00e9n\u00e9rales sur Palos, veuillez nous contacter \u00e0 <\/i>info@palos.ca<\/i><\/a><\/span><\/p>\n