U.S. trade and tariff policies and their lack of predictability have caused significant price fluctuations in all areas of the financial markets. Below, we address the market reactions and their causes, and analyse the opportunities and risks currently facing investors in the markets.

 

In this PERSPECTIVES Special we focus on:

 

Key takeaways:

  • U.S. trade policy and the unusually strong market movements it has caused recently.
  • President Trump’s "tariff pause" and the escalating trade conflict with China
  • Growing concerns in capital markets about a global economic downturn and the lack of "safe haven" demand for U.S. bonds and the USD.
  • The opportunities for long-term investors in the event of further equity market setbacks.

 

'

The PERSPECTIVES Special is currently available and client-ready for the following regions: Germany, Americas, Europe, Middle East, Africa and Asia Pacific.

PDF

Language:

Related special reports

See more

In Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S.

The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk.

No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns. Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive.

This web page is not an offer to buy a security or enter into any transaction. The products, services, information and/or materials contained within these web pages may not be available for residents of certain jurisdictions. Please consider the sales restrictions relating to the products or services in question for further information. Deutsche Bank does not give tax or legal advice; prospective investors should seek advice from their own tax advisers and/or lawyers before entering into any investment.

Change of name: As part of Deutsche Bank’s Private Bank, the former International Private Bank also adopted this title on July 20, 2023.