Ahead of Tariff Announcement... "Risk Assets to Face Short-term Downward Pressure"

On the afternoon of the 2nd (local time, morning of the 3rd Korean time), as U.S. President Donald Trump is scheduled to announce tariff policies, an analysis has emerged that all risk assets may face downward pressure in the short term. However, the possibility of a rebound in risk assets due to the removal of tariff uncertainties is also mentioned.

On the 2nd (local time), QCP Capital stated through Telegram, "Today, President Trump is scheduled to announce tariff policies," adding, "In the short term, all risk assets may face downward pressure." They further stated, "It is difficult to expect a rebound in virtual assets (cryptocurrencies) including Bitcoin (BTC)," and mentioned that a clear change in the macroeconomic environment or a strong upward catalyst is needed for a rebound in virtual assets.

However, they noted that if market uncertainties are removed after the tariffs, risk assets may rise in the future. They added, "If a new international trade order is established with the announcement of tariff policies, there is a possibility that stock indices outside the U.S. could rise towards all-time highs."