Trump-EU Trade Deal Could Boost US Stocks, Emerging MarketsView all comments (0)0President Donald Trump just announced a deal with the EU.Trump and Von Der Leyen announced they reached a deal which will see the US impose 15% tariffs on EU exports including cars.Europe also provides a (soft) commitment a-la-Japan to invest in US military equipment and energy.It seems that Trump has pivoted towards a strategy that:Secures “workable” tariff rates that don’t look like a trade embargo, hence maximizing “tariff $ income”Removes uncertainty from marketsRemoves uncertainty on the Fed which now knows what the tariff rates are on the largest US trade partnersThe biggest beneficiaries of the recently announced deals should be the most under-owned assets in Europe and Asia.Currencies and equity markets of places like Poland, Czech, Indonesia, etc are interesting places to look into.Do you think these deals will further propel US stock markets higher?***This article was originally published on The Macro Compass. Come join this vibrant community of macro investors, asset allocators and hedge funds - check out which subscription tier suits you the most using this link.Trump-EU Trade Deal Could Boost US Stocks, Emerging MarketsView all comments (0)0Latest commentsInstall Our AppScan QR code to install appRisk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.© 2007-2025 - Fusion Media Limited. All Rights Reserved.