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European Stocks Fall on EU-US Trade Deal

hank
edited July 28 in Other Investing
Something to watch in coming days. Will European stocks more broadly falter as a consequence?

”The market's reaction to the US-EU trade 'deal' has … been muted at best and negative at worst with European officials trying to sell the 15% one way tax on their imports as the best they could get. Public commentary on the deal by the general population has been scathing, with many seeing it as a complete capitulation, especially as part of the terms involve Europe investing an additional $600 billion in US and $700 billion on US energy products.”

Source

One indicator IEV (European Equities ETF) down 1.93% today at 2 PM (EDT)

Comments

  • rforno
    Yeah, my EU stocks were down a (tiny) bit today. But I still think the US equities will face a reckoning sooner rather than later ... and that the USD will become more and more shunned around the world because of A) our insane national debt, and B) political instability. Time will tell...

  • Sven
    From LizAnn Sonder’s interview, she expects the tariff will lower the earning growth, slows the economy, and the higher import prices get pass onto the consumers. The declining USD against other major currencies may be another factor.
    youtube.com/watch?v=Lcq0Mux3oC8

    The EU agreement needs to be approved by the EU countries, and the final version may be somewhat different. So I will watch...
  • rforno
    Sven said:

    From LizAnn Sonder’s interview, she expects the tariff will lower the earning growth, slows the economy, and the higher import prices get pass onto the consumers. The declining USD against other major currencies may be another factor.
    youtube.com/watch?v=Lcq0Mux3oC8

    The EU agreement needs to be approved by the EU countries, and the final version may be somewhat different. So I will watch...

    @Sven -- I agree. The proof is in the details and final language. Which if they change things, obviously will set FOTUS off because "they agreed!" and he'll throw another tantrum "the likes of which you've never seen before" ... because just like with the Fed Chair and interest rates, he fails to understand that the person in charge is often NOT the one who can effect change themselves.



  • DrVenture
    I posted this in the other thread, a short read and worth considering. Basically all smoke and no fire.

    https://fortune.com/2025/07/29/markets-europe-pulled-wool-over-trump-eyes/
  • rforno
    DrVenture said:

    I posted this in the other thread, a short read and worth considering. Basically all smoke and no fire.

    https://fortune.com/2025/07/29/markets-europe-pulled-wool-over-trump-eyes/

    Makes sense to me.....
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