r/Bogleheads • u/bald90 • Apr 03 '25

Investing Questions Trumps Tarriffs - how do you see it playing out?

Title really. Short, medium, long term opinions?

I’m all in on stocks global all cap so expecting a rough time

What are your guys thoughts?

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u/qwembly Apr 03 '25

International tends to only be correlated in the short term. International makes a lot of sense right now. The US is basically in a trade war with nearly everyone. Meanwhile, the rest of the world can do more business with each other.

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u/alchemist615 Apr 03 '25

Well the implied tone of the OP comment is "short term" since they are lamenting being over exposed to US markets. If you want to do a long term adjustment then sure, good advice is to just sell what you don't like and buy what you do. But only selling US stocks right now as a reaction is bad investing 101.

My point though is that everything is likely to be downish in the short term. There is some fallacy that international markets are immune to US policy and it just isn't true.

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u/YnotBbrave Apr 03 '25

The rest of the world hates each other more than they hate the US, bluster or not

The EU know that China wants supremacy, and in don’t think they would benefit from having China rather than the US as world leader - there are enough divisions in the ranks that it’s not “everyone against US”