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<p>The impact of "reciprocal tariffs" is significant, as it will not only affect short-term market sentiment and investor confidence in the existing global order, but also influence U.S. growth, inflation, and policy direction, as well as the economic and financial conditions of the countries subject to the tariffs. These factors will further reflect on global markets and assets. This article will focus on this issue, analyzing the impact pathways of "reciprocal tariffs" on global markets and providing quantitative assessments</p>

- On April 3, 2025, President Trump announced a "Reciprocal Tariffs" plan, leading to significant global market volatility, with U.S. stocks dropping over 5% for two consecutive days.  
- The tariffs, effective April 5, will impose a 10% baseline on all trade partners, with higher rates for countries with larger trade deficits, significantly impacting U.S. inflation and growth projections.  
- The long-term effects may undermine confidence in U.S. policy and the global economic order, prompting potential shifts in investment strategies and market dynamics.

CICC: How "Reciprocal Tariffs" Affect the Global Market