The Impact of Trump Tariff Uncertainty on Global Trade and Investment Strategy

The Trump administration’s 2025 trade policies have reshaped global commerce, introducing a new era of tariff-driven uncertainty. With average applied tariff rates reaching 19.5%—the highest since 1941—and sector-specific levies as high as 125% on Chinese goods, the U.S. has recalibrated its trade strategy to prioritize domestic manufacturing and national security [1]. However, these measures have triggered retaliatory tariffs from key partners like China, Canada, and the EU, creating a feedback loop of economic disruption. For investors, the challenge lies in navigating this volatile landscape to identify both risks and opportunities.

The Economic Landscape: A Double-Edged Sword

The Trump tariffs have generated $2.3…

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