The Trump Trade Shock

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The Trump Trade Shock

Trade Surplus Penalties, Clashing Over Commerce, Agenda Derailment Risk, Recession Watch, Buy When There's Blood in the Streets

Barry C. Knapp

Apr 07, 2025

∙ Paid

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This video summarizes our April 5 note, The Trump Trade Shock

*Figure 12: We heard someone on Bloomberg TV describe the decline as orderly, realized S&P 500 volatility at 40 is far from orderly.*

Barry C. Knapp

Managing Partner

Director of Research

Ironsides Macroeconomics LLC

908-821-7584

bcknapp@ironsidesmacro.com

https://www.linkedin.com/in/barry-c-knapp/

@barr…

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