The Global Trade Shockwave
The global trade shockwave triggered by tariffs and trade restrictions, particularly the measures introduced by the Trump administration, has had significant effects in many areas of the world economy.
Impacts on Global Trade
The World Trade Organization (WTO) warns of a potential trade collapse resulting from trade restrictions. International trade could drastically decline, with North America particularly affected, as the USA occupies a central position in global trade. Logistics companies like Hapag-Lloyd could face significant revenue losses due to the decline in international transport orders.
Technology Sector Under Pressure
Nvidia has faced substantial costs amounting to $5.5 billion due to new export restrictions for AI chips, affecting not only Nvidia but also other companies in the semiconductor supply chain such as ASML, SK Hynix, and TSMC. The underlying political tensions could have long-term effects on the technology industry.
Investor Risk Management
For investors, it is advisable to adjust their risk management in light of trade volatilities. Diversifying investment strategies and careful market observation can help mitigate risks and anticipate potential price movements.