Markets Meltdown: Trump's Tariffs Just Shook the Global Economy--And It's Only Getting Started
Back in Europe, the pressure's already real. Ireland's top business group, Ibec, warned that workers could be cut to short time as early as this weekend. Fast-moving consumer goods and medical device exports are on the line, with up to 6 billion in Irish trade at risk. Pharma might be safefor nowbut insiders say that exemption is likely temporary. Irish Deputy PM Simon Harris admitted new markets like India or Canada won't fill the US-sized hole any time soon. He's calling for calm, not escalation. But with EU-US trade worth 1.6 trillion a year, this isn't a storm you just ride outit's one you need to navigate.
The bigger issue? Trump's trade war might be more than a flashpointit could be the new normal. That's why Harris says it's time to accept tariffs as a working assumption. And that's exactly what markets are doing. The MSCI World Index fell into correction territory. Investors are rotating out of risk. Liquidity is tightening. If you're long on global supply chains, you're on thin ice. The fallout isn't just numbers on a chartit's real people, real jobs, real disruption. The question now isn't if there's more pain ahead. It's where it lands next.
This article first appeared on GuruFocus.
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