📊 Trump’s First 6 Months Back: Global Markets on Alert

As of mid-July 2025, President Trump’s return to the White House has sent economic shockwaves worldwide. A recent Wall Street Journal analysis shows that tariffs and immigration policies are already fueling inflation—June’s core goods prices rose at their fastest monthly pace in three years, with tariffs averaging 20.6%, hitting consumers with up to a $2,800 annual household cost.

Meanwhile, U.S. markets have been volatile. Following April’s steep tariff-triggered sell-off (S&P 500 dropping over 10%), stocks rebounded and are now flirting with all-time highs.The S&P 500 is up about 6.2% year-to-date, with strong ETF performances in defense, energy, crypto, and AI sectors—driven by Trump’s $3 trillion “One Big Beautiful Bill” tax and policy push.

Overall, investors are caught between surging inflation and aggressive trade moves. The next 6 months could define whether markets adapt—or unravel.