Y tendrá repercusiones para EEUU, en inflación.
The US has escalated a global trade war with sweeping new tariffs that will hit the EU and some of the poorest countries in the world the hardest. Here's what you need to know:
Y muchos de sus problemas de déficit comercial son los servicios. ¿Cómo pueden poner aranceles al sector servicios? No way…
Remarkable price action in markets. The US announces large tariffs on the rest of the world and the Euro rallies. Markets either believe that none of these tariffs stick - that they get negotiated away - or that this is bad for the US because the rest of the world retaliates...
China kept a very low profile in recent months, even as the US raised China tariffs by 20 ppts. We will now see if this approach changes. The official fix for the Yuan (white) has now weakened a bit and $/CNY (orange) is down even more. If China devalues, that's a game changer...
Ahora quedan por ver los aranceles que les van a imponer los demás países a los EEUU.
Abrazos,
PD: ¿Pecar es divertido?