11.07.2025

Markets Show Resilience Despite Looming Tariff Conflicts

Wall Street Reaches All-Time Highs

On Thursday, Wall Street continued its gains from the previous day, with the S&P 500 and the Nasdaq Composite reaching new all-time highs. This development underscores the resilience of the markets despite the looming tariff conflicts exacerbated by the trade policy of US President Donald Trump.

Background of the Tariff Conflicts

US President Donald Trump recently announced new tariffs on products such as copper, semiconductors, and pharmaceuticals. These measures are part of a global trade war that creates uncertainty and influences the markets.

Market Resilience

Despite these challenges, Wall Street shows resilience. The S&P 500 and the Nasdaq Composite have reached new records. This indicates the markets’ ability to adapt to changing political conditions. The markets appear to be getting used to the US negotiation tactics, which often play with deadlines to build pressure and influence negotiations.

Influence of the US Dollar

The US dollar remains an important factor for the markets. Although the dollar index (DXY) has slightly decreased, the dollar remains strong against major currencies, partly due to its role as a “safe haven” in times of geopolitical tensions.

Comparison with Europe

Europe has recently experienced positive developments, particularly through the recovery of industrial production and interest in tariff agreements. The European markets, such as Frankfurt and Paris, have performed positively while London lagged.

Conclusion

The continuation of gains on Wall Street despite looming tariff conflicts demonstrates the markets’ adaptability to political changes. Market resilience is supported by the ability to adjust to new political conditions and the role of the US dollar as a safe haven in uncertain times.