Easing of Trump Tariff Concerns Boosts Global Stock Markets
U.S. President Donald Trump has significantly reduced the intensity of his tariff policies upon taking office, leading to positive reactions in global financial markets.
On his first day in office, President Trump signed numerous executive orders. However, contrary to initial concerns, he withheld large-scale tariff policies, alleviating market anxiety.
President Trump specifically stated that imposing universal tariffs of 10-20% on all imports is “not yet prepared” and postponed reviewing a 25% tariff on imports from Mexico and Canada until early next month.
Regarding relations with China, he mentioned the issue of TikTok’s sale, leaving room for negotiation, but no immediate tariff measures were implemented.
Alex Phillips, Chief U.S. Political Economist at Goldman Sachs, commented, “President Trump’s tariff policies are more moderate than expected,” adding that “tariff policies appear to be deprioritized in the short term.”
Markets are evaluating the initial policies of the Trump administration as reducing uncertainty and sending positive signals. If tariff and regulatory easing policies work harmoniously, global stock markets are likely to stabilize further.
However, the specific direction of future tariff policies and additional announcements remain critical factors to monitor for their potential impact on financial markets.
AI Investment Plans Provide Positive Momentum
Additionally, the large-scale AI investment plan announced by the Trump administration has sent positive signals to financial markets. News of a $500 billion AI infrastructure project involving Japan’s SoftBank, OpenAI, and Oracle has been revealed. These companies plan to establish a joint venture named “Stargate,” injecting an initial $100 billion into the project and aiming to invest up to $500 billion over the next four years.
With growing expectations for AI regulatory easing, this announcement is projected to drive stock price increases for tech-focused companies and expand investment across related industries.
President Trump’s initial policies are receiving evaluations as more moderate than expected, positively impacting global stock markets. However, the sustainability and strength of these policies may influence market reactions, necessitating close observation.
