It is the deal, they can take it or leave it

It is the deal, they can take it or leave it

The president of the United States, Donald Trumpwarned that within one to two weeks it will define the new commercial tariffs that your country will impose to nations around the world. The measure, which is part of its bilateral pressure policy, was communicated with a forceful message: “This is the treatment, they can take it or leave it.”

With one deadline set for July 9when the current 90 -day tariff pause ends, Trump said he will send letters with specific terms to each country. In this way, each commercial partner must decide whether to accept the conditions imposed or exposed to new rates, which could climb global commercial tensions.

“They don’t have to use the treatment. They don’t have to buy in the United States,” said the president, in a new sample of his confrontational style.

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Scope

A warning with global impact

Although concrete details are still known about the countries achieved by tariffs, Trump administration officials suggested that the European Union It could be one of the last to close an agreement. On the other hand, a formal treaty was already signed with United Kingdom and a framework agreement with Chinaas confirmed by the White House.

He US Treasury Secretary, Scott Besentslid the possibility of extending the tariff pause for those partners who demonstrate “good faith” in the negotiations. However, he also warned that if there are no progress, The extension will be discarded.

From Bloombergthe Secretary of Commerce, Howard Lutnick, said they are negotiating with “half a dozen countries,” although he clarified that Europe will be “for the end.”

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How does this impact on Argentina?

Although Argentina is not among the first objectives of the new tariff scheme, recent history shows that Unilateral trade measures in the United States They can have indirect effects on emerging economies.

In particular, Argentine export sectorssuch as agroindustrial, could be affected by a Market reconfiguration If large players such as Brazil, Mexico or the EU enter into force. In addition, an eventual reciprocal reaction from sanctioned countries It could lead to retaliation and greater protectionism, impacting global trade flows.

The International Bags already show signs of cautionpartly because of the uncertainty generated by Trump’s commercial policy. Analysts agree that the strategy of the US president ranges between pressure and negotiation, in a kind of game of “Buena and Police Police” together with the Treasury.

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“Trump throws unilateral threats while Besent opens the door to concessions. But the risk is that no one knows if they are seriously or not. The result can be a new global commercial clash,” said Matt Britzman, by Hargreaves Lansdown.

Markets on guard against unilateral decisions

From Link management They point out that this ambiguity in the discourse can generate tensions in the markets. “Investors already know the modus operandi Trump, that’s why they don’t react with so much nervousness. But the risk is real: if it ends up imposing tougher rates than expected, the bags will fall strongly, ”they warned.

Recent history, marked by the commercial war between the US and China during Trump’s first mandate, serves as a precedent. A tariff climb could now stop the incipient rebound of global tradein a context in which Europe and Asia show signals of moderate growth.

Source: Ambito

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