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.

In what ways could the tariffs be seen as a weaponization of trade?

What strategies are investors currently employing in response to the market changes?