ALERT NEWS: The new agreement between the United States and the European Union brings important relief to global markets. After months of tension and tariff threats, the signal of cooperation between the two largest trading powers represents a decisive step to contain risks of economic instability and avoid a large-scale trade war. This movement tends to generate greater predictability for exporting companies and may favor the appetite for risk assets in the short term.
Despite this, the relief is partial. The agreement is still preliminary, and many details remain undefined, including how any tariffs will be applied and which sectors may be impacted. Furthermore, the history of unpredictable decisions by the U.S. government keeps the markets on alert. The current truce is welcome, but it does not mean that geopolitical risks are off the radar.