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Market Meltdown: Trump's Tariff Onslaught Meets Jobs Report Disaster
Black Friday for Wall Street
August 1, 2025, marked one of the worst trading days of the year as U.S. markets reeled from a historic double-whammy:
S&P 500: -1.6% (biggest drop since March)
Nasdaq: -2.24% (tech crushed by tariff fears)
VIX Spike: Volatility index surged 32% to 28.7
The Tariff Tsunami (Effective Aug 7)
President Trump's executive order rewrote global trade rules overnight:
CountryNew TariffKey ImpactCanada35% (+10pts)Auto parts, aluminum crisisTaiwan20%Chip shortage fears intensifySwitzerland39%Pharma supply chain disruptionsIndia25%IT outsourcing costs to surge
Economic Fallout:
U.S. average tariff rate jumps from 2.3% to 18% – highest since Smoot-Hawley (1930)
Amazon plunges 8% on AWS margin warnings
BLS Commissioner fired amid accusations of "rigged jobs data"
Labor Market Collapse
The July jobs report revealed alarming weakness:
73K jobs added (vs. 115K expected)
May-June revisions: 258K jobs vaporized
Real unemployment (U6): 7.1% (up from 6.8%)
"This isn't a slowdown—it's a synchronized stall."
— Diane Swonk, KPMG Chief Economist
Fed Forced Into Corner
Markets now price in:
86.5% chance of September rate cut (up from 38%)
50% probability of emergency inter-meeting cut
Treasury yields plunge: 10-year at 3.2% (-14bps)
Global Domino Effect
China: Threatens rare earth export controls
EU: Prepares 15% surcharge on U.S. tech giants
Emerging Markets: BRL, ZAR currencies crash
5 Critical Scenarios Ahead
Stagflation Risk (Tariffs = inflation + weak jobs)
Corporate Guidance Chaos (Q3 earnings revisions)
Dollar Crisis if Fed cuts amid global tightening
Supply Chain Exodus from tariff-heavy sectors
Political Fallout: House votes on Trade Review Act (Aug 12)
Investor Playbook:
Short: Big Tech (AAPL, NVDA supply chain exposure)
Long: Defense stocks (LMT, RTX benefit from trade wars)
Hedge: Gold ETFs (GLD) and Bitcoin
"We're witnessing the end of 'just-in-time' globalization."
— Ray Dalio, Bridgewater Associates
Next 72 Hours:
Aug 5: Emergency G7 trade ministers call
Aug 6: Walmart tariff impact warning expected
Aug 7: Tariffs take effect at 12:01 AM EST
Data Sources: U.S. Treasury, BLS, CME FedWatch
TL;DR: Trump's trade nuclear option + jobs collapse = market reckoning. Fed may need to rescue economy as global trade wars reignite. Buckle up.
#TRUMP #tarrff #stockmarketupdate #stock #jobs
August 1, 2025, marked one of the worst trading days of the year as U.S. markets reeled from a historic double-whammy:
S&P 500: -1.6% (biggest drop since March)
Nasdaq: -2.24% (tech crushed by tariff fears)
VIX Spike: Volatility index surged 32% to 28.7
The Tariff Tsunami (Effective Aug 7)
President Trump's executive order rewrote global trade rules overnight:
CountryNew TariffKey ImpactCanada35% (+10pts)Auto parts, aluminum crisisTaiwan20%Chip shortage fears intensifySwitzerland39%Pharma supply chain disruptionsIndia25%IT outsourcing costs to surge
Economic Fallout:
U.S. average tariff rate jumps from 2.3% to 18% – highest since Smoot-Hawley (1930)
Amazon plunges 8% on AWS margin warnings
BLS Commissioner fired amid accusations of "rigged jobs data"
Labor Market Collapse
The July jobs report revealed alarming weakness:
73K jobs added (vs. 115K expected)
May-June revisions: 258K jobs vaporized
Real unemployment (U6): 7.1% (up from 6.8%)
"This isn't a slowdown—it's a synchronized stall."
— Diane Swonk, KPMG Chief Economist
Fed Forced Into Corner
Markets now price in:
86.5% chance of September rate cut (up from 38%)
50% probability of emergency inter-meeting cut
Treasury yields plunge: 10-year at 3.2% (-14bps)
Global Domino Effect
China: Threatens rare earth export controls
EU: Prepares 15% surcharge on U.S. tech giants
Emerging Markets: BRL, ZAR currencies crash
5 Critical Scenarios Ahead
Stagflation Risk (Tariffs = inflation + weak jobs)
Corporate Guidance Chaos (Q3 earnings revisions)
Dollar Crisis if Fed cuts amid global tightening
Supply Chain Exodus from tariff-heavy sectors
Political Fallout: House votes on Trade Review Act (Aug 12)
Investor Playbook:
Short: Big Tech (AAPL, NVDA supply chain exposure)
Long: Defense stocks (LMT, RTX benefit from trade wars)
Hedge: Gold ETFs (GLD) and Bitcoin
"We're witnessing the end of 'just-in-time' globalization."
— Ray Dalio, Bridgewater Associates
Next 72 Hours:
Aug 5: Emergency G7 trade ministers call
Aug 6: Walmart tariff impact warning expected
Aug 7: Tariffs take effect at 12:01 AM EST
Data Sources: U.S. Treasury, BLS, CME FedWatch
TL;DR: Trump's trade nuclear option + jobs collapse = market reckoning. Fed may need to rescue economy as global trade wars reignite. Buckle up.
#TRUMP #tarrff #stockmarketupdate #stock #jobs
TRUMP OFFICIALLY SIGNS NEW TARIFFS TO GO LIVE TODAY
well, August is here folks
Switzerland — 39%
Indonesia — 19%
Taiwan — 20%
Turkey — 15%
South Africa — 30%
Cambodia — 19%
Vietnam — 20%
Canada — 35%
Malaysia — 19%
Thailand — 19%
Venezuela — 15%
#MarketPullback
#tarrff
well, August is here folks
Switzerland — 39%
Indonesia — 19%
Taiwan — 20%
Turkey — 15%
South Africa — 30%
Cambodia — 19%
Vietnam — 20%
Canada — 35%
Malaysia — 19%
Thailand — 19%
Venezuela — 15%
#MarketPullback
#tarrff
𝐈𝐧𝐝𝐢𝐚 & 𝐔𝐊 𝐡𝐚𝐯𝐞 𝐬𝐢𝐠𝐧𝐞𝐝 𝐚 𝐡𝐢𝐬𝐭𝐨𝐫𝐢𝐜 𝐅𝐫𝐞𝐞 𝐓𝐫𝐚𝐝𝐞 𝐃𝐞𝐚𝐥.
👉 Trade target:- $120 Billion by 2030
👉 Tariffs on some UK goods in India cut from 15% ➡️ 3%
👉 99% of Indian exports to UK will now be TARIFF-FREE.
#trade #TradeDeal #India #UK #tarrff
👉 Trade target:- $120 Billion by 2030
👉 Tariffs on some UK goods in India cut from 15% ➡️ 3%
👉 99% of Indian exports to UK will now be TARIFF-FREE.
#trade #TradeDeal #India #UK #tarrff
*U.S. INFLATION EXPECTATIONS CLIMB TO THE HIGHEST LEVEL SINCE 1981 AS CONSUMER SENTIMENT FALLS FOR FIFTH STRAIGHT MONTH.
Inflation will increase in coming months because of tarrifs , FED & Trump team not on same page.
🇺🇸🇺🇸
#Inflation #USInflationData #tarrff #Fed #TRUMP
Inflation will increase in coming months because of tarrifs , FED & Trump team not on same page.
🇺🇸🇺🇸
#Inflation #USInflationData #tarrff #Fed #TRUMP
FOMC meeting summary.
1.US central bank leaves policy rate in 4.25%-4.50 range
2.Outlook remains uncertain as Trump policies evolve
3.Policy statement cites still-solid pace of growth amid risks
#FOMCMeeting #tarrff #powel #TRUMP
1.US central bank leaves policy rate in 4.25%-4.50 range
2.Outlook remains uncertain as Trump policies evolve
3.Policy statement cites still-solid pace of growth amid risks
#FOMCMeeting #tarrff #powel #TRUMP
See original
TARIFF TENSIONS RETURNING???
- ⚖️ The trade balance of the United States in April was -140.5 billion USD
- This figure is even worse than the forecast of -136.8 billion USD
- After Trump's efforts to raise tariffs, the U.S. trade balance still shows no signs of improvement
- According to friends, will Trump reignite the trade war once again ❓
#tarrff #tradebalance #TRUMP
- ⚖️ The trade balance of the United States in April was -140.5 billion USD
- This figure is even worse than the forecast of -136.8 billion USD
- After Trump's efforts to raise tariffs, the U.S. trade balance still shows no signs of improvement
- According to friends, will Trump reignite the trade war once again ❓
#tarrff #tradebalance #TRUMP
#tarrff #trump
A three-judge panel at the U.S. Court of International Trade in Manhattan and a federal judge in Washington have already said that Trump did not have the unilateral authority to impose tariffs without congressional input. The Trump administration has appealed both decisions in cases brought by 12 U.S. states and several small businesses.
Judge Corley's ruling is more limited than any of the other rulings and does not comment on the legality of Trump's tariffs. Instead, she ruled that California should have filed its lawsuit with the Court of International Trade, which has exclusive jurisdiction over tariff disputes in the United States.
California, which opposed the transfer of the case, asked the judge to dismiss the lawsuit rather than transfer it. This will allow the state to appeal to the U.S. 9th Circuit Court of Appeals.
A three-judge panel at the U.S. Court of International Trade in Manhattan and a federal judge in Washington have already said that Trump did not have the unilateral authority to impose tariffs without congressional input. The Trump administration has appealed both decisions in cases brought by 12 U.S. states and several small businesses.
Judge Corley's ruling is more limited than any of the other rulings and does not comment on the legality of Trump's tariffs. Instead, she ruled that California should have filed its lawsuit with the Court of International Trade, which has exclusive jurisdiction over tariff disputes in the United States.
California, which opposed the transfer of the case, asked the judge to dismiss the lawsuit rather than transfer it. This will allow the state to appeal to the U.S. 9th Circuit Court of Appeals.
🚨BREAKING NEWS ALERT
🇺🇸 United States announces tariffs on the following countries
🇧🇩 Bangladesh: 35%
🇰🇭 Cambodia: 36%
🇮🇩 Indonesia: 32%
🇹🇭 Thailand: 36%
🇧🇦 Bosnia: 30%
🇹🇳 Tunisia: 25%
🇷🇸 Serbia: 35%
#tarrff #TrumpTariffs
🇺🇸 United States announces tariffs on the following countries
🇧🇩 Bangladesh: 35%
🇰🇭 Cambodia: 36%
🇮🇩 Indonesia: 32%
🇹🇭 Thailand: 36%
🇧🇦 Bosnia: 30%
🇹🇳 Tunisia: 25%
🇷🇸 Serbia: 35%
#tarrff #TrumpTariffs
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