Tariffs Are Being Weaponized, Says Lombard Odier’s Ahmed

The video discusses the implications of tariffs imposed by Trump on Mexico, highlighting the escalation of trade tensions and their impact on global markets, particularly the S&P 500. It explores the potential for further market corrections and investor strategies, such as buying Treasurys and gold, in response to these developments. The discussion also touches on the broader economic implications, including the slowdown in global capital expenditure growth.

What is one of the broader implications of the tariffs imposed by Trump on Mexico?

• They demonstrate the use of tariffs for non-trade issues.

• They are likely to resolve trade issues with China quickly.

• They are expected to decrease global risk premia.

• They will lead to immediate economic growth.

How much worth of goods are imported from Mexico in the auto sector?

• 27 billion

• 93 billion

• 17 billion

• 50 billion

What is the expected day-to-day change in the S&P 500 due to the tariffs?

• Increase by 2%

• Decrease by 2%

• Remain stable

• Increase by 5%

Which asset have investors been buying for safety amid market uncertainty?

• Oil

• Real estate

• Cryptocurrency

• Gold

What correction percentage is expected in emerging market equities?

• 10%

• 5%

• 20%

• 15%