

US tariff deadline looms
5 snips Jul 31, 2025
Is President Trump’s trade war a smart gamble? Countries rush to secure last-minute tariff deals amid market fluctuations. Brazil faces steep levies on coffee exports, raising concerns for American coffee lovers. Meanwhile, South Korea strikes a beneficial deal just in time. The looming tariffs could reshape global trade, with potential impacts on consumer prices and inflation. We also dive into shifting investment strategies as markets adjust, all while tech giants thrive with AI innovations even during economic uncertainty.
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Early Deals Impact Markets
- Countries that secure early tariff deals see stock market gains while those that don't face market penalties.
- Sector impacts can vary, such as copper producers benefiting initially but losing gains due to exemptions.
Equities Up, Bonds Nervous
- US equity markets remain buoyant despite tariff risks due to strong earnings performance.
- Bond markets are nervous, reflecting concerns of inflation and economic pressure from tariffs.
Tariff Effects Delayed Till Year-End
- Real economic and consumer impacts of tariffs likely won’t appear until year-end.
- US consumers will bear about three quarters of tariff price increases, pressuring growth.