#TrumpTariffs
### **Impact of #TrumpTariffs on Markets**
#### **🔍 Context**
Trump will impose unilateral tariffs on trading partners (China, EU, Mexico), accelerating the initial deadline (8/Jul). Strategy: "accept or reject".
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### **📊 Key Effects**
1. **Stocks:**
- **Negative:** Tech (#Apple), automotive (Tesla), and agriculture (Deere) due to rising costs.
- **Opportunity:** Defensive sectors (health, utilities).
2. **Currencies:**
- **#USD ** Strong initially, but at risk if there are retaliations.
- **CNY:** Possible devaluation (like in 2019).
3. **Commodities:**
- **#oro (↑):** Safe haven amid uncertainty.
- **Oil (↓):** Lower global demand.
4. **Cryptos:**
- **#BTC ** Possible inflation hedge, but volatile.
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### **⚡ Strategies**
- **Short term:** Sell tech, buy gold and bonds.
- **Long term:** Invest in companies with local supply chains (Walmart).
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### **⚠️ Risks**
- Retaliations from China (e.g., rare earths).
- Inflation ↑ due to imported costs.
**Conclusion:** Guaranteed volatility; adjust to defensive assets.
*Sources: USTR, Bloomberg. Neutral analysis.*
