“Reciprocal Tariffs” may accelerate policy easing in Asia. Asian credit fundamentals remain relatively healthy. Domestically-oriented areas may be preferred.
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Trump’s “Retaliatory Tariffs” sparks risk-off. A re-shape in global trade relations is underway, that will give rise to relative winners and losers.
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Risk-off mode with tariffs coming into effect amid strained alliances.
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The US tariffs could be a negotiation tool for concessions. We don’t expect this to be US Inflationary, and see divergent winners and losers ahead.
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“Exceptionalism” drives earnings growth. China’s evolving policy response and strong US liquidity are other supportive factors for risk assets.
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