The stock market and tariffs

[Bob-iylho]

Curious to peoples opinions of how the stock market will move after the tariffs are imposed.
Any tactics to be deployed, which shares it might be best to pull out of, until it all settles down etc etc.

[Colonel Cupcake]

Personally, I would leave things alone. Donald Trump is ephemeral in investment terms.

[PM3]

Personally, I am leaving things alone. When it was clear to me that DJT would be the next president ( around July for me ) I went in even more committed to USA markets . 85% plus
4 years is a good amount of time at my age to "plan" for

[Bob-iylho]

Cool, thank you

[anonymous-user]

Nobody know nothing. Lots of people will charge lots of money for you to learn how much they don’t know even if they don’t know if

[sugerbear]

I think US companies will do well over the next four years

i moved out of the SP500 but the more i see the more I am inclined to think that it will be the voters who pay long term not the companies.

[bitchstewie]

Try to separate out any short term volatility and noise from your long term goals and why you're invested in what you're invested in.

Simply put if what Trump has done is making you question your approach you probably should have been questioning it anyway

[ferret50]

Lot of people have been saying that the FTSE 100 is way too high, but it is still rising......

Trumpet can sound all he wishes, but the markets will still work!

[Bob-iylho]

Thanks chaps.
I invest solely on my own, no management platform, 25% uk 75% USA rest of world, hold a good cash reserve to jump in where I feel there is an opportunity,etc.
Quite an investment, but one I could live with if it collapsed.
I've done rather well to date, I'm a bit of a tinkerer, so often buy, sell and return as it drops again.
I'll take your advice and just keep an eye on it over next few weeks.

[anonymous-user]

100% US and will remain that way.

[Simpo Two]

ferret50 said:

Lot of people have been saying that the FTSE 100 is way too high, but it is still rising......

Trumpet can sound all he wishes, but the markets will still work!

If the dollar gets stronger against the pound the FTSE goes up. Whether you thank Trump for a stronger dollar or thank AutoRachel for a weaker pound I don't know. But overall the USA moved right and the UK moved left. Right makes money, left loses money. Massive simplification of course but that's how I see it.

[Panamax]

Trump seems to think the Chinese and Mexicans will pay his tariffs. They won't. It's the US consumer who will pay.

Trump's tariffs and other policies will increase inflation in the US and lending rates will therefore stay high. All the sheep at BoE and elsewhere will just follow the Fed and keep rates high, fuelling inflation in our/their own economies and stifling growth.

Trump is committed to "America first". Any other economy that's daft enough to follow his direction is automatically assigning itself a lower place in the pecking order.

[AllyM]

Getting serious faster than I thought it might. Markets could be interesting next week.

[Good Plan Ted]

Yes tomorrow could determine the next few months.

[JaredVannett]

AllyM said:

Getting serious faster than I thought it might. Markets could be interesting next week.

[rubs hands] ... time to top up more in the SS ISA.... irrational market here we come.

[uknick]

Panamax said:

Trump seems to think the Chinese and Mexicans will pay his tariffs. They won't. It's the US consumer who will pay.

Trump's tariffs and other policies will increase inflation in the US and lending rates will therefore stay high. All the sheep at BoE and elsewhere will just follow the Fed and keep rates high, fuelling inflation in our/their own economies and stifling growth.

Trump is committed to "America first". Any other economy that's daft enough to follow his direction is automatically assigning itself a lower place in the pecking order.

Trumps now seems to agree the US citizens will have to pay;

https://www.theguardian.com/us-news/live/2025/feb/...

.... Trump warns Americans that tariffs may cause 'pain'. Donald Trump has said that Americans may feel economic “pain” from his tariffs on key trading partners.

“Will there be some pain? Yes, maybe (and maybe not!)” Trump wrote on Sunday in all capital letters on his Truth social media platform, a day after signing off on tariffs on Mexico, Canada and China.

“But we will Make America Great Again, and it will all be worth the price that must be paid,” he added......

[isleofthorns]

so...

market / ftse postive or negative over the coming week?

25% seems aggressive and will surely spook the US markets?

[Simpo Two]

uknick said:

“But we will Make America Great Again, and it will all be worth the price that must be paid,” he added......

And we are paying another £40Bn tax for 'growth'...

[RDMcG]

I hear some of the big funds have short positions. I agree this is not the time to panic but we will see a very bad day tomorrow. Definitely not good for the global economy and the US will face stagflation I think.

[sugerbear]

European and Korean defence manufactures will see an uplift in sales / orders if tango man carries through on his Tariffs plan. The us are looking like unreliable partners.