Part 3/8:
Lee believes the initial market reaction stems from the assumption that these tariffs are part of a broader negotiation strategy. He posits a fair chance that within three months, these tariffs could be rolled back due to concessions made during negotiations. He maintains that there are mechanisms to protect the markets from any looming downside risks.
The possibility of other countries falling into recession as a consequence of these tariffs could motivate central banks to ease monetary policies, enhancing liquidity in the markets. This perspective frames the tariffs not as an endgame, but rather as a temporary challenge that the markets can manage.