Post #2514

Tariff Pause Ends in 4 Days, Should Markets Care? The 90-day tariff pause is set to expire on July 9 and On July 2, Trump said "NOT THINKING ABOUT EXTENDING TARIFFS DEADLINE" Infact he suggests JAPAN COULD PAY 30% OR 35% TARIFF So… should we be worried? Will we see the same kind of market uncertainty we faced in Q1 2025? In my opinion, not really. And here’s why: Markets are already used to tariff drama. Investors have adjusted to the noise and priced in most of the risk. Monetary policy support: The Fed is expected to cut rates twice this year, any economic pressure from tariffs could be stabilize by a supportive central bank. Most trade threats have already been neutralized through behind-the-scenes deals and diplomacy. Here’s the timeline of how the U.S. has quietly patched things up with key partners: April 2 : CANADA agrees to remove all tariffs ( rn in talk with new trade negotiations) April 22: INDIA finalized terms for new trade deal. May 11 : CHINA HAS REACHED A NEW TRADE DEAL WITH U.S IN GENEVA June 17: UK Signed new Trade Deal with U.S June 19: EU weighs UK style trade deal with U.S June 27: EU says it's 'ready' to make a trade deal with the United States. July 2: United States announces new trade deal with VIETNAM So while the July 9 deadline might trigger some headlines, it’s unlikely to cause the same kind of volatility we saw in Q1. Most of the groundwork has already been laid but with Trump, there’s always a chance of unexpected noise.Let’s see how it plays out.