How have US tariffs impacted European equities? | Morning Markets episode artwork

EPISODE · Mar 5, 2025 · 3 MIN

How have US tariffs impacted European equities? | Morning Markets

from True Potential Morning Markets · host True Potential

Matt Henderson, Portfolio Manager, looks at the initial equity market impact and policy response from Canada and China to President Trump’s tariffs. As the US withdraws military support from Ukraine, Germany plans to change fiscal spending rules to increase borrowing to boost its own military and assist Ukraine. In addition to this a 500bn Euro infrastructure fund is to be created which has positively impacted European equities.

Matt Henderson, Portfolio Manager, looks at the initial equity market impact and policy response from Canada and China to President Trump’s tariffs. As the US withdraws military support from Ukraine, Germany plans to change fiscal spending rules to increase borrowing to boost its own military and assist Ukraine. In addition to this a 500bn Euro infrastructure fund is to be created which has positively impacted European equities.

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How have US tariffs impacted European equities? | Morning Markets

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Matt Henderson, Portfolio Manager, looks at the initial equity market impact and policy response from Canada and China to President Trump’s tariffs. As the US withdraws military support from Ukraine, Germany plans to change fiscal spending rules to...

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