🔥 Trump, copper, and pharma — the tariff heat of summer 2025! 🔥
QCP Capital sounds the alarm: a new trade war is starting! From August 1st — 50% tariffs on copper and 200% (!) on pharma. America is 'raising tariffs', and the markets are in turmoil.
🧲 Copper shock
Copper futures — +17% in a day. New York has broken away from London, traders are in a panic driving copper to the States before the deadline.
💊 Pharma on relief
Pharma has been given a reprieve, but stocks are still going down. S&P 500 barely wobbled, but held firm.
📉 Rates and labor market
Strong job data — and goodbye, hope for a quick rate cut. July is crossed out, September is in question.
💵 Dollar losing ground
Fiscal cracks and political turbulence undermine its status as a 'safe haven'.
₿ Bitcoin: anti-chaos
BTC at $108K and feeling confident. Institutions hold it as a hedge against inflation and politics.
🌀 QCP: volatility is an opportunity
They advise:
🔹 diversify
🔹 watch correlations
🔹 be ready for quick turns
The world is changing. The old map no longer works.
