Why Investors Are Ignoring Trump’s Trade War in 2025

Global investors are no longer worried about Trump’s trade war. A new BofA survey shows rising optimism and strong market confidence.

Investor confidence is the highest since Trump took office. The BofA Fund Manager Survey hit 4.3 in July, up from 3.3 last month.

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Even with tariff threats rising to 15%, most investors are focused on other things. Trade fears are no longer dominating market sentiment.

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59% of global investors believe a recession is unlikely in the next 12 months. A soft landing is now the most expected outcome.

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65% expect a soft landing. 21% believe in a “no-landing” scenario where growth continues while inflation cools.

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42% of fund managers expect corporate earnings to beat expectations this quarter. That’s more than double those expecting weak results

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Morgan Stanley’s earnings revision index turned positive after months in the red. Companies are setting low bars—and beating them.

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42% of investors believe AI is already improving productivity. Another 21% expect visible gains by next year.

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The Magnificent Seven ETF—tracking tech giants—has surged nearly 40% since April. Investors are betting big on AI and innovation.

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Today’s market is more concerned with tech, earnings, and the AI revolution. Trump’s tariffs? Just background noise now.

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Thanks for Reading

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Global investors are no longer worried about Trump’s trade war. A new BofA survey shows rising optimism and strong market confidence.

📉 Trade War? Not a Big Deal Anymore

Investor confidence is the highest since Trump took office. The BofA Fund Manager Survey hit 4.3 in July, up from 3.3 last month.

Investor Sentiment at 3-Year High

Even with tariff threats rising to 15%, most investors are focused on other things. Trade fears are no longer dominating market sentiment.

🚫 Tariff Worries Fading Fast

59% of global investors believe a recession is unlikely in the next 12 months. A soft landing is now the most expected outcome.

📉 Recession Fears Are Down

65% expect a soft landing. 21% believe in a “no-landing” scenario where growth continues while inflation cools.

🌍 Soft Landing or No Landing?

42% of fund managers expect corporate earnings to beat expectations this quarter. That’s more than double those expecting weak results

💼 Earnings Look Strong

Morgan Stanley’s earnings revision index turned positive after months in the red. Companies are setting low bars—and beating them.

Analysts: Underpromise, Overdeliver

42% of investors believe AI is already improving productivity. Another 21% expect visible gains by next year.

🤖 AI Is Boosting Productivity

The Magnificent Seven ETF—tracking tech giants—has surged nearly 40% since April. Investors are betting big on AI and innovation.

💡 AI Stocks Lead the Charge

Today’s market is more concerned with tech, earnings, and the AI revolution. Trump’s tariffs? Just background noise now.

🚀 Markets Focus on Growth, Not Trade Wars

Thanks for Reading

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