#TrumpTariffs

#TrumpTariffs : The $300B Trade Shock

Former President Trump's proposed **60% tariffs on Chinese imports** and **10% global baseline tax** could:

- Trigger immediate **4-6% inflation spike** (CBOE estimates)

- Force **Fed rate hikes** despite market expectations

- Benefit **US manufacturing stocks** (STEEL, FTR)

- Crush **Chinese ADRs** (BABA, PDD)

Markets are pricing in **15% S&P volatility** for Q3 if implemented.