Michael Field, European Market Strategist at Morningstar Holland, talks about tariff risks for key sectors and European stock performance as market volatility persists.

On this episode:

President Trump pushed his tariff deadline from July to August. How are global markets reacting to the uncertainty during this tariff watch?

The EU is one of America’s largest trading partners. How important is it for these two sides to strike a deal?

And what’s at stake if they don’t before the deadline?

More than two dozen countries make up the EU. The bloc is seeking lower tariffs for a variety of sectors like aircraft, car parts, and spirits. Talk about that.

So, what sectors do you think could be hit the hardest, and which ones could be spared?

The EU has presented a united front. However, some countries want a trade deal sooner than later. Can you talk about the debate you’re witnessing in Europe?

Trade deals typically take years to be implemented, so any announcement would be a preliminary agreement. If a US investor has European companies in their portfolio, what would this framework mean for them in the long-term?