Trump's tariff chaos and the threat of a trade war

I-AM GreenStars Market Commentary

Global equities closed sharply weak in March after signs of an extended trade war dampened sentiment.

Expectations regarding growth, inflation and the risk of recession were revised one after the other, overshadowing all other topics. The turn towards a more expansive fiscal policy in Germany became a side note, and the open questions surrounding the expansion of AI were as good as forgotten.

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