{"id":10107,"date":"2025-04-11T12:09:59","date_gmt":"2025-04-11T11:09:59","guid":{"rendered":"https:\/\/sarasinandpartners.com\/za\/think\/six-minute-strategy-what-next-after-trumps-tarrifs\/"},"modified":"2025-04-11T15:56:12","modified_gmt":"2025-04-11T14:56:12","slug":"six-minute-strategy-what-next-after-trumps-tarrifs","status":"publish","type":"post","link":"https:\/\/sarasinandpartners.com\/za\/think\/six-minute-strategy-what-next-after-trumps-tarrifs\/","title":{"rendered":"Six Minute Strategy: What next after Trump\u2019s tariffs?"},"content":{"rendered":"<p>US President Donald Trump has unveiled what may prove to be the most radical overhaul of global trade policy in over a century. The magnitude of his tariffs has severely jolted financial markets. Volatility has surged across equities, bonds, currencies, and oil.<\/p>\n<p>Guy Monson, Chief Market Strategist, is joined by Subitha Subramaniam, Chief Economist, as they consider four questions raised by the tariffs: have they peaked? Is a US recession now unavoidable? How will the Federal Reserve navigate the inflationary headwinds? And, critically for investors, must we now begin to price in a permanently higher risk premium for US assets?<\/p>\n<p>Watch the video below.<\/p>\n<p><div class=\"responsive-container\"><iframe title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/eONMiLfWyME?si=RfRgwYMMdB8aIxp9\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/div><\/p>\n<p><a href=\"https:\/\/sarasinandpartners.com\/wp-content\/uploads\/2025\/04\/Six-Minute-Strategy-April-09-2025-SP-web.pdf\" target=\"_blank\" rel=\"noopener\">Download the presentation<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>US President Donald Trump has unveiled what may prove to be the most radical overhaul of global trade policy in over a century. The magnitude of his tariffs has severely jolted financial markets. Volatility has surged across equities, bonds, currencies, and oil. Guy Monson, Chief Market Strategist, is joined by Subitha Subramaniam, Chief Economist, as...<\/p>\n","protected":false},"author":19,"featured_media":15862,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[140,28,148],"tags":[],"coauthors":[81,89],"class_list":["post-10107","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-economicview","category-markets","category-video"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Six Minute Strategy: What next after Trump\u2019s tariffs? - Sarasin &amp; Partners South Africa<\/title>\n<meta name=\"description\" content=\"Guy Monson, Chief Market Strategist, is joined by Subitha Subramaniam, Chief Economist, as they consider four key questions raised by US trade tariffs.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/sarasinandpartners.com\/za\/think\/six-minute-strategy-what-next-after-trumps-tarrifs\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Six Minute Strategy: What next after Trump\u2019s tariffs? 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