In response to the impact of U.S. President Trump's tariff policies, the Taiwan Economic Institute (TEIK) has revised down the economic growth rate for 2025 to 2.91%. Director Sun Ming-teh of the Economic Forecasting Center stated that the economy is expected to show a pattern of "high in the front, low in the back" this year, cautioning against a potential "currency war" ahead.

While the tariff policies seem to be stabilizing, Sun emphasizes that following the cleanup of the battlefield, a currency war may be forthcoming, particularly affecting countries that need to appreciate their currencies. He pointed out that unlike in the past, the U.S. will now impact countries like China with depreciating currencies, potentially affecting Taiwan and Japan.

Facing competition between depreciation and appreciation, market uncertainties are diminishing the dollar's status as a safe-haven currency. TEIK predicts that by 2025, the average exchange rate will strengthen to 32.20 New Taiwan Dollars against 1 U.S. Dollar. Future uncertainties include the timelines and impacts of U.S. tariff policies, divergences in monetary policy among major countries, and the overall performance of the global economy, all of which may affect Taiwan's trade, investment, and consumption activities.