The trap of Trump's tariffs: “They can affect the US more than Europe.” Fruit Araceli
Araceli de Frutos, EAF Nacional and Advisor of the Alhaja Inversiones Fund, analyzes the market situation and investment opportunities. The uncertainty for Trump's tariffs, which especially affect the automobile sector, stands out, although they have not yet been implemented.
He points out that the Federal Reserve evaluates economic data before making decisions about interest rates. In its strategy, it maintains a balanced portfolio with European technological values such as ASML and SAP, in addition to banks, insurers and real estate companies.
On business results, Deutsche Telekom prefers in front of Telefónica and stands out to Iberdrola for its stability and profitability. He insists on the importance of selecting solid values in an uncertain market.
