The average tariff rate of the new round of tariffs by the Trump administration has reached 17.3%, resulting in a 25% increase in the prices of various imported consumer goods. Federal Reserve Chairman Powell has clearly warned that tariff measures will exacerbate inflationary pressures and may delay the Fed's interest rate cut process. Notably, the new round of tariffs originally scheduled to take effect on August 1 has seen China and the U.S. agree to extend the implementation of certain measures for 90 days, with the market closely monitoring subsequent policy developments.
Market Opportunities and Potential Risks
From an industry impact perspective, domestic alternative brands and raw material suppliers are expected to benefit from the effect of import substitution; under the trend of supply chain relocation, relevant assets in alternative production bases such as Vietnam and Mexico are worth paying attention to. However, if tariffs are fully implemented, technology stocks may face downward pressure, and the global shipping index may also experience significant volatility due to intensified trade frictions.
Investor Strategies and Key Points of Concern
Currently, the community is hotly discussing the potential impact of tariffs on the commodity cycle and cryptocurrencies. Investors need to focus on three main areas: first, the latest statements from the Federal Open Market Committee (FOMC) regarding tariff policies; second, the responses and adjustments of Chinese export enterprises and actual feedback from cross-border e-commerce; third, key points during the policy window period in August. In terms of risk hedging, tools such as commodity futures and foreign exchange options can be used to manage position risks, while closely observing the impact of policy implementation rhythms on market sentiment.$BTC
