Trump has done what many are describing as ‘worse than the worst imagined’. The quantum of tariffs is so high that almost the entire world trade with the US becomes unviable. Economies of all countries will be affected either directly or indirectly.
While the situation is very uncertain and could go in any direction, maybe even to the extent of major war, if things are not resolved soon enough, it is still necessary for investors to form a conjecture (even if it turns out to be totally wrong) about where all this could go and keep updating it on the basis of new inputs.
