4.8 • 1.7K Ratings
🗓️ 22 April 2025
⏱️ 10 minutes
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JP Morgan warns that Trump’s tariffs could raise import taxes to 10–20%, sparking investor fear. As markets dip and the Dow faces its worst April in a century, they recommend structured notes and hedge funds to ride out the storm. Is this the necessary pain of fixing a broken trade system?
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0:00.0 | Right now, a lot of people are concerned with what's going on. |
0:03.0 | Yesterday, the market had another, what is it, |
0:05.6 | two and a half, three percent correction, give or take, whatever the number was. |
0:09.4 | Here's J.P. Morgan Chase. |
0:11.5 | Details exactly how they think Trump's trade war will play out |
0:15.7 | and what investors should do. |
0:18.0 | Okay. |
0:18.7 | So let's see what the story from Insider is saying in regards to Chase's predictions with Trump's tariffs. Okay. So JP Morgan Chase predicts Trump's tariffs will lead to some deals with trade partners with the effective tax rate rising to 10 to 20 percent compared to 2 percent |
0:40.0 | earlier this year, the firm noted this represents a meaningful increase in imports, duties, |
0:47.1 | but lands within Wall Street estimates pre-liberation day, expect an economic growth to slow |
0:52.6 | unemployment and inflation to rise, but the U.S. |
0:55.3 | to avoid a full recession. |
0:56.9 | The bank recommends structured notes for investors stating they can simultaneously provide |
1:01.7 | defensive exposure to stocks while delivering income through options, premiums, upside, |
1:08.1 | offering a strategy to navigate the tariff included market uncertainty. |
1:12.8 | J.P. Morgan Chase advises incorporating hedge funds into diversify portfolios, noting that volatility |
1:18.1 | will allow hedge funds to exploit market mispricings and relative value play across asset |
1:25.0 | classes, Tom. Well, business insiders covering J.P. Morgan and J.P. Morgan |
1:30.1 | had a big letter that came out a week and a half ago. And one of the things that people noted in there |
1:36.4 | is they seem to be having or trying to have like a calming effect on investors. Like they're saying, |
1:43.5 | hey, we think the tax rate will be 10 to 20% |
1:46.3 | of some of these tariffs compared to 2%, which is what we estimated pre-Liberation Day. So what |
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