Comprehensive Brief: “90 Deals in 90 Days” Heighten Market Volatility
Summary
The U.S. aims to finalize 90 bilateral trade deals in 90 days, responding to tariff controversies, rising Treasury yields, and surging gold prices.
Conflicting priorities (e.g., in EU vs. Argentina talks) highlight challenges in coordinating multiple negotiations simultaneously.
Short-term tariff relief is likely but may be offset by political reversals and the risk of “mini-deals” that fail to address deeper supply chain issues.
Historical precedents (McKinley Tariff, U.S.-China disputes) show how quick fixes can unravel, triggering retaliations and heightened global uncertainty.
Businesses should deploy scenario planning, hedge against currency and commodity volatility, and diversify sourcing to mitigate sudden policy shifts.
Lobbying and active engagement with policymakers can secure early exemptions or favorable terms, especially under accelerated deal-making conditions.
Agility and robust risk management—through financial hedges, flexible operations, and close tracking of macro indicators—remain critical for navigating volatile trade environments.
