Trump’s 90-day Tariff Pause: Relief rally or false dawn?

trump’s 90-day tariff pause

President Trump’s 90-day tariff pause triggered a relief rally in equity markets – but is the optimism warranted?

In this video, I unpack what the fixed income and commodity markets are telling us and why uncertainty around growth still looms large.

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Notes and Disclaimers
Copyright © 2020 Levantine & Co. All rights reserved. Levantine or Levantine “group” refers to Levantine & Co (Pty) Ltd (Registration Number 2010/021122/07) and Levantine & Co Investment Partners Ltd (United Kingdom 13932889). South African FSP-regulated activities are performed by Levantine & Co (Pty) Ltd. Levantine & Co (Pty) Ltd is a licensed financial services provider (FSP no. 44104) regulated by the financial services conduct authority. United Kingdom FCS-regulated activities are performed by Levantine & Co Investment Partners Ltd regulated as an appointed representative with FRN 974296. Levantine & Co Investment Partners Ltd is an appointed representative of Finex LLP, which is authorised and regulated in the UK by the Financial Conduct Authority (“FCA”) with firm reference number 507537.

Confidentiality Notice
This video is for informational purposes only. It is not intended as and should not be construed as financial, investment, tax, legal, regulatory, or other advice.

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