Howard Marks on Trump's Tariffs & Market Crash | What Next | Stocks

Howard Marks, the renowned investor and co-founder of Oaktree Capital Management, recently weighed in on Donald Trump’s proposed tariffs and their potential ripple effects on the global stock market. Marks emphasized that while tariffs may seem like a tool to protect domestic industries, they often lead to unintended consequences. He pointed out that such protectionist measures could spark retaliatory actions from other nations, especially key trading partners like China and the European Union. This tit-for-tat dynamic, according to Marks, can escalate into trade wars that damage investor confidence. He also highlighted how uncertainty from shifting trade policies tends to increase market volatility. Investors, fearing disruptions in global supply chains and higher input costs, may become more risk-averse. Marks noted that multinational companies could see shrinking profit margins due to rising tariffs on raw materials and finished goods. Emerging markets, which are particularly sensitive to global trade flows, may also experience capital outflows. The tariffs, he argued, could lead to inflationary pressures, prompting central banks to adjust interest rates. This, in turn, could tighten financial conditions and slow economic growth. Overall, Marks cautioned that while Trump’s tariffs are framed as economically strategic, their broader implications could weigh down the global stock market.

00:00 - Market Sell off
01:00 - Impact of Trump’s Tariffs
04:20 - Where to Invest?
06:20 - It is Time to Buy?
10:00 - Best Place to Invest now?

Full Interview Link -    • Oaktree's Howard Marks on Credit Yiel...  

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