{"id":15085,"date":"2025-02-04T18:03:40","date_gmt":"2025-02-04T10:03:40","guid":{"rendered":"https:\/\/dewasaham.com\/eskalasi-perang-dagang-dampak-tarif-impor-trump-terhadap-pasar-global\/"},"modified":"2025-06-10T07:26:56","modified_gmt":"2025-06-10T07:26:56","slug":"eskalasi-perang-dagang-dampak-tarif-impor-trump-terhadap-pasar-global","status":"publish","type":"post","link":"https:\/\/search.web.id\/digest\/eskalasi-perang-dagang-dampak-tarif-impor-trump-terhadap-pasar-global\/","title":{"rendered":"Trade War Escalation: The Impact of Trump’s Import Tariffs on Global Markets"},"content":{"rendered":"

On Saturday (1\/2), US President Donald Trump<\/strong> announced a controversial move that could change the face of international trade. It will begin implementing import tariffs of 25% for Canada and Mexico<\/strong>, as well as an additional tariff of 10% on top of the existing tariffs for China<\/strong>, which will take effect on Tuesday.<\/strong><\/p>\n

Trump stated unequivocally that these tariffs will not be lifted until the problem of drug trafficking from the three countries to the US can be resolved. What exactly is the background to this move? Let’s dive deeper.<\/p>\n

Import Tariff Details and Consequences<\/h2>\n

Trump has set specific import tariffs; oil products from Mexico are subject to a 25% tariff<\/strong>, while products imported from Canada are subject to a 10% tariff. The tariff reduction for Canada was taken after taking into account concerns from oil refineries in the U.S., particularly in Midwest states. Not only that, Trump also hinted at the possibility of imposing additional tariffs on oil and gas products in mid-February 2025, although further details have not been released.<\/p>\n

A week after the announcement of tariffs on China, Trump signaled that he was still open to negotiations that could result in a fair trade deal<\/em>, even though the 10% tariff had been imposed beforehand. Recently, Trump also confirmed that further discussions would take place.<\/p>\n

Canadian and Mexican Response<\/h2>\n

Along with the announcement, Mexico and Canada<\/strong>, which are two of the largest trading partners of the U.S., responded immediately. The two countries promised to announce reciprocal tariffs<\/strong>. Canada, for example, responded by imposing a 25% tariff on imports from the U.S. totaling $155 billion. On the other hand, China<\/strong> also plans to challenge this policy at the World Trade Organization (WTO)<\/strong> level and take other countermeasures<\/strong>.<\/p>\n

Market Reaction to this News<\/h2>\n

The USD (DXY)<\/strong> Index responded by strengthening by 1.1% to 109.6<\/strong>, while the rupiah exchange rate against the US dollar<\/strong> weakened by -0.83% to 16,435<\/strong>. Meanwhile, JCI<\/strong> recorded a close down -1.11%<\/strong> at the level of 7,030. It is also seen that the yield<\/em> on 10-year Indonesian government bonds rose by +7 bps to 7.06%.<\/strong><\/p>\n

In the energy sector, oil prices recorded strengthening, WTI oil prices rose 3.65%<\/strong> to a level of 75.2 US dollars per barrel. This increase was triggered by concerns about disruptions in oil supplies from the two main supplier countries to the US. However, the weak demand outlook limits the potential for such price increases. Along with that, gold<\/strong> prices in the spot market reached an all-time record high, recording 2,817 US dollars<\/strong> per troy ounce. Although today it has dropped slightly to the level of 2,796<\/strong>, it still shows its attractiveness as a safe haven<\/em> amid economic turmoil.<\/p>\n

The Importance of Monitoring These Developments<\/h2>\n

Investors need to pay close attention to this escalation development. Reportedly, Trump will speak with Canadian Prime Minister Justin Trudeau<\/strong> and Mexican President Claudia Sheinbaum<\/strong> on Monday (3\/2) local time. There is also talk of possible tariffs for the EU and the UK in the future.<\/p>\n

To mitigate volatility risks, investors can consider locking in the yield of FR bonds<\/strong>, such as PBS003 which offers a yield of 6.61% per annum. In addition, buying quality stocks that are being corrected<\/strong>, such as $BMRI and $BBCA, can also be a smart choice.<\/p>\n

Possible Positive Sentiment in the Market<\/h2>\n

With oil and gold prices rising, there is hope for positive sentiment for energy sector stocks<\/strong>, such as $ELSA and $MEDC, as well as gold-linked stocks, such as $BRMS and $HRTA.<\/p>\n","protected":false},"excerpt":{"rendered":"

On Saturday (1\/2), US President Donald Trump announced a controversial move that could change the face of international trade. It will begin implementing import tariffs of 25% for Canada and Mexico, as well as an additional tariff of 10% on top of the existing tariffs for China, which will take effect on Tuesday. Trump stated […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[985],"tags":[],"class_list":["post-15085","post","type-post","status-publish","format-standard","hentry","category-economy"],"jetpack_featured_media_url":"","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/search.web.id\/digest\/wp-json\/wp\/v2\/posts\/15085","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/search.web.id\/digest\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/search.web.id\/digest\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/search.web.id\/digest\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/search.web.id\/digest\/wp-json\/wp\/v2\/comments?post=15085"}],"version-history":[{"count":1,"href":"https:\/\/search.web.id\/digest\/wp-json\/wp\/v2\/posts\/15085\/revisions"}],"predecessor-version":[{"id":16359,"href":"https:\/\/search.web.id\/digest\/wp-json\/wp\/v2\/posts\/15085\/revisions\/16359"}],"wp:attachment":[{"href":"https:\/\/search.web.id\/digest\/wp-json\/wp\/v2\/media?parent=15085"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/search.web.id\/digest\/wp-json\/wp\/v2\/categories?post=15085"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/search.web.id\/digest\/wp-json\/wp\/v2\/tags?post=15085"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}