#TrumpTariffs

#TrumpTariffs – May 2025 Update (English)

Key Points:

1. U.S.-China Tariff Truce: U.S. ne Chinese imports par tariffs 145% se ghata kar 30% tak kar diye hain. China ne bhi U.S. goods par tariffs 125% se 10% tak kam kiye hain. 90 din ke liye ye truce global markets ke liye positive signal ban gaya hai.

2. Impact on India: Goldman Sachs ke mutabiq agar tariffs barh gaye, to India ka GDP 0.1% se 0.6% tak gir sakta hai, U.S. export exposure ke hisaab se.

3. Global Economic Outlook: IMF ne 2025 ka global growth forecast 2.8% tak kam kar diya hai. Tariffs ki wajah se inflation bhi badhne ka dar hai.

4. Stock Market Reaction: U.S. ka SPY index 586.88 USD par trade kar raha hai (light positive move). Market ne tariff easing ka welcome kiya hai, par uncertainty abhi bhi hai.

Analysis:

Short-term relief ke bawajood, trade tensions ka global growth par bura asar ho sakta hai. India jaise developing economies ko zyada farq pad sakta hai agar tariffs dobara barhte hain.