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Ah Mr Bond – We Have Been Expecting You

By Nigel Somerville | Thursday 10 April 2025


Disclosure: I own shares in one or more of the stocks mentioned. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from ShareProphets). I have no business relationship with any company whose stock is mentioned in this article.


Like the villain in Bond movies, who tells the man licenced to kill that his arrival was expected shortly before he destroys the evil plans of his adversary, markets over the last few days saw the bond market react to Trump’s tariffs. Amid fears of a rout, Donald Trump announced last night that his tariff plans were on hold for ninety days (with the exception of China, who he doubled down on again). The result – everything went up.
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