A survey conducted by Boston Consulting Group among 150 U.S. institutional investors revealed expectations of negative economic impacts from President Trump's tariff policy, including higher consumer prices, weaker corporate earnings, declines in stock market performance, and slower GDP growth. Investors anticipate these affects across all economic sectors, specifically manufacturing, which relies heavily on global supply chains. Additionally, the survey found that 67% of investors are holding more cash, reflecting expectations of increased market volatility or downturn. Revenue growth and financial stability are emphasized as top priorities for management.
President Trump's tariff policy is expected to negatively impact consumer prices, corporate earnings, stock market performance, and GDP growth, according to institutional investors.
Manufacturing sectors could face weakened competitiveness due to heavy reliance on global supply chains, leading to higher input costs and retaliatory tariffs.
Sixty-seven percent of institutional investors are increasing cash holdings in expectation of market volatility or economic downturn.
Revenue growth and protection are prioritized by investors, who are also focusing on financial stability and supply chain resilience for management.
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