EU Tariffs, Trade Tensions, and Market Reactions: What Lies Ahead?

A new report from Janus Henderson Investors evaluates the market implications of President Trump's proposed 50% tariffs on EU imports, analyzing likely economic fallout and investor sentiment.

Key Insights:

• The 90-day EU tariff pause has been nullified, with 50% duties set to take effect June 1.

• Market volatility is expected, but recent investor behavior suggests more resilience than during April’s lows.

• European indices such as the DAX have rebounded, indicating cautious optimism despite policy uncertainty.

Despite near-term risks, strategic alignment between the US and EU remains intact. Read the full report to understand potential market scenarios and positioning strategies.