#TrumpTariffs How Trump’s latest international tariffs are shaping markets and economies?

Rising U.S. tariffs—even with some delayed until August—are rocking global trade, increasing costs for goods like electronics, steel, and aluminum. Supply chains are being re-routed through Southeast Asia, Europe, and Mexico, benefiting hubs like Vietnam and Poland while squeezing producers in China and India. This disruption has jolted commodity markets, notably lifting trading activity on the London Metal Exchange for nickel, aluminum, and cobalt. Meanwhile, U.S. stock markets have swung between volatility and cautious optimism: sectors like industrials and small-cap equities are especially vulnerable, while macro-strength indicators, such as employment data and potential interest-rate cuts, offer occasional reprieve.

Overall, tariffs are reshaping trade flows, inflating costs, and injecting fresh uncertainty—though markets may temporarily rally when tariff increases are paused or slimmed trade deals emerge.