This Bérézina of the flagship equity index of the Paris Stock Exchange is mainly explained by a black Thursday (bright red) on the major world scholarships (the Nasdaq and the Dow Jones have even undergone their worst scholarship session since the Krach of 2020), after Donald Trump’s decision to inflict customs duties worse than planned to the United States. Aggressive by Donald Trump “remains high over an extended period, it will have a more negative impact on the economy,” warns Mirabaud Research. And this, while the growth of the United States had already given signs of breath in recent months, due to the reluctance of American companies and consumers, deprived of visibility on the future due to the contradictory announcements of Donald Trump, who has blowed hot and cold since the start of his second mandate. Read also: Stock Exchange: Should we flee the CAC 40 after the Donald Trump shock on customs duties? Donald Trump’s customs duties could promote a long trade war, CAC 40 cautious up against Donald Trump’s customs duties, the great economic powers warned that they were going to retaliate. The European Union supplies its weapons (Brussels is preparing retaliatory measures in the amount of 26 billion euros targeting American products, in particular steel and aluminum), while China has indicated that it would “resolutely offset,” reports Mirabaud Research. Please note in the event of a sustainable trade war, which would be harmful to global economic growth and the stock market. Indeed, prolonged customs duties are likely to harm Chinese banks and to erode the fragile economic resumption of China a little more, according to Goldman Sachs and S&P. However, a weakness of the Chinese economy would be bad news for global economic growth (and therefore for the scholarship) and for the luxury giants of CAC 40 (LVMH, Hermès and Kering). Already, the vertical diving of oil prices since Wednesday evening reflects the rise of fears of soft economic growth and possible tilting in recession. Read also: Buying actions Donald Trump’s customs duties are a “shock wave” for the “Advant” scholarship, Donald Trump’s customs duties “were a shock wave,” recognizes Mirabaud Research. A shock for the scholarship (the CAC 40, Wall Street and the other major grants on the planet), a shock for future economic growth, a shock for geopolitical relations and a shock for central banks, already very worried about the divergent trajectories of global economic growth (which decelerates and whose prospects are darken) and inflation anticipations (up) Global trade rates. World trade is currently experiencing a historic turning point. And the announcements of Donald Trump of April 2 “will do date”, judge Mirabaud Research. Sub-tension scholarship, relaunched inflation (customs duties increase imported goods), trade partners of the United States (China, European Union, etc.) on the defensive … “Certitudes of globalization are shattered, replaced by a logic of economic confrontation”, deplores Mirabaud Research. In this more uncertain economic and stock market environment, it will be necessary to make the right choices on the stock market (selectivity is more than ever on shares) and on other financial investments. The CAC 40 has plunged, but the selection of sharing shares of Momentum has done better than resistant if the CAC 40 lost almost 8% from one Friday to the other, the selection of sharing shares of Momentum has generally damaged the shock. Indeed, several actions of our selection could be sold to well -chosen timings, before the recent acceleration of the fall in stock market prices. In addition, several shares in our selection on the stock market have gained ground despite the widespread turmoil, like Orange (+3%), Engie (+3%) or Danone (+4%). Above all, our readers have been warned very upstream of the risks of diving marked with actions such as Stellantis, Schneider Electric, Unibailrodowestfield, Stmicroelectronics or even Société Générale, which have materialized dramatically (with respective losses of 17%, 14%, 13%, 18%and 21%from one Friday). Paribas, Renault, Airbus, Sanofi … The Momentum program this week this week, in addition to our daily analyzes on the CAC 40, we have gauged the prospects (upwards or lowering) of many listed actions every day: Renault, L’Oréal, Biomérieux, Danone, Teleperformance, Meta Platforms (Facebook), Orange, Airbus, Sanofi, Publicis BNP Paribas, Alphabet (Google) and Schneider Electric. We also took stock of the American equity market at the start of the week, with a downward anticipation that hit the bull’s eye … Find our anticipations (technical, financial and economic analysis every day) on CAC 40 and stock market stocks. By opting for an annual subscription, 5 months are offered. To register, simply click on the link inserted below. Receive our latest news each morning, the information to be remembered on the financial markets. (tagstotranslate) Bourse
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