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<Research>CLSA: Tariff Policies May Sustain Risk Aversion in Mkts, Escalate US Econ Recession Risks
Recommend 6 Positive 3 Negative 8 |
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CLSA has issued a research report indicating that US President Donald Trump's announcement of reciprocal tariffs last week may sustain market risk aversion. In CLSA's opinion, global stock markets are in a deceleration phase and, according to its indicators, even show early signs of entering a contraction phase, but further confirmation of this trend is needed. The broker estimated that the Chinese stock market may face risk-off sentiment, but the impact of tariffs should be relatively minor. Meanwhile, domestic support policies may be intensified due to hefty tariffs. CLSA anticipated that the latest tariff policies could reduce the US real GDP growth by 0.7-1 ppts in 2025-26, while inflation may be pushed up by 1.7-2 ppts. However, companies may find it difficult to fully pass on costs to consumers, which will lift the risk of an economic recession. AAStocks Financial News |
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