A new report from Janus Henderson Investors evaluates the market implications of President Trump's proposed 50% tariffs on EU imports, analyzing likely economic fallout and investor sentiment.
Key Insights:
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The 90-day EU tariff pause has been nullified, with 50% duties set to take effect June 1.
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Market volatility is expected, but recent investor behavior suggests more resilience than during April’s lows.
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European indices such as the DAX have rebounded, indicating cautious optimism despite policy uncertainty.
Despite near-term risks, strategic alignment between the US and EU remains intact. Read the full report to understand potential market scenarios and positioning strategies.
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