The “Tariff Man” show has commenced, and the art of negotiation tactics goes beyond economist’s comfort zone. Indeed, we can not predict the next step, but we can learn from the past and interpret the market’s reaction function. As we delve into the facts and financial implications, it's crucial to keep an eye on the endgame. Episode 2 hints at Europe being the next target—but this will not be the same ball game. We remain positive and invested in the stock markets, especially in the United States.

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