Goldman Sachs CEO Soloman: Assuming the tariff structure is established and policies are stable, it will help the market reposition itself in 6 to 18 months.

Goldman Sachs CEO David Soloman was interviewed this morning on 4/23 discussing the current severe fluctuations in the financial market. He admitted that the current market turmoil is due to "policy uncertainty," especially as Trump's tariffs and trade policies have caused many funds to withdraw from the US stock market. However, he pointed out that if tariffs have a "clear framework" in the future, it will be key to stabilizing market confidence.

The market is sending constant chaotic signals: the dollar is falling, stocks and bonds are both declining, and gold prices are hitting new highs.

The following are recent market fluctuations:

U.S. stocks fell

An increase in bond yields indicates a decrease in bond prices.

The US dollar weakens

Gold prices hit a historic high.

Soloman responded that due to the great uncertainty in the market regarding policy direction, funds have started to reassess risks and asset prices, which is the core of the issue.

Trade policy has become the biggest uncertainty, causing funds to withdraw from US stocks.

Soloman mentioned that in the past, when the market was unstable, funds would flow into U.S. Treasury bonds as a safe haven, but the situation is different now:

"Now even some funds that have long preferred dollar assets are slowly starting to turn to other places."

This has also caused the US dollar to weaken, leading to a spillover effect on US stocks.

Postponing the implementation of tariffs is a good thing, but uncertainty has increased instead.

Speaking about tariff policies, Soloman stated that postponing the implementation of new tariffs is a good thing procedurally, allowing the market time to digest.

But this leads enterprises and investors to be more inclined to wait and see, which also suppresses capital expenditure and long-term investment plans.

The appeal of the United States remains strong, but investors need policy guidance.

Soloman believes that although there are fluctuations in the short term, the United States still has several advantages in the long term:

Leading in Innovation Ability

Mature capital market

Powerful financial infrastructure

But he also admitted: "It's not that everyone doesn't want to invest, but rather that they can't wait for a clear policy roadmap."

If tariffs have a clear structure, market confidence is expected to stabilize.

When asked if the market would respond positively to the implementation of US-China tariffs, Soloman replied:

"If there could be a comprehensible tariff framework, it would be the key reference that the market truly needs."

He pointed out that assuming the policies can stabilize, the market will gradually digest uncertainty and reposition itself within the next 6 to 18 months.

( Do not dismiss Fed Powell! Trump emphasizes that egg prices and oil prices have stabilized, and tariffs on China will not be raised to 145% )

This article Goldman Sachs CEO Soloman: Assuming that the tariff structure is established and policies are stable, it will help the market reposition itself in 6 to 18 months. First appeared in Chain News ABMedia.