<ul><li>The US self-isolation under President Donald Trump calls for regional trade agreements, according to Macquarie Capital's Sandeep Bhatia.</li><li>India is less exposed to global trade flows, so Trump's tariffs will have a less severe impact on India than other Asian export powerhouses.</li><li>The US shifting away from being the 'consumer of last resort' will create social and political imbalances around the world.</li><li>Trump's tariff action will add inflationary pressure domestically, impacting corporate earnings and margins, and may prompt the Federal Reserve to re-evaluate its interest rate easing cycle.</li></ul>

Trump Tariff: US Self-Isolation Calls For Regional Trade Groupings, Says Macquarie's Sandeep Bhatia

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