President Trump announced the new tariffs strategically: the measure was made public after the market closed, thus avoiding an abrupt reaction in prices. Had it been communicated during the session, the high trading volume could have exacerbated the decline, leading to panic selling and greater volatility. This timing allows investors to calmly assess the implications over the next 16 hours, reducing the risk of impulsive decisions.

It is noteworthy that the implementation will be gradual: some tariffs will take effect immediately, while others will be applied in the coming days. This staggered approach suggests a willingness to keep negotiations open, which could be interpreted as a sign of flexibility. More than a definitive measure, it seems like a tactic to push for more favorable trade agreements.

In this scenario, investors must maintain calm: the corrections generated by this type of news usually create opportunities to rebalance portfolios and improve positions at more attractive prices. The key will be to differentiate between political noise and the real fundamentals of the market.