#TariffsPause

### **📢 Extension of Tariff Freeze: What Does It Mean for You?**

#### **🚦 What Happened?**

- **The US Administration** announced a **90-day freeze** on planned tariff increases.

- **The only exception:** **China** (still subject to high tariffs).

- **Official reason:**

- **Negotiations are ongoing** with trade partners.

- **Avoiding a trade war** that could harm the global economy.

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### **💡 How Does This Affect Markets?**

✅ **Positives of the Freeze:**

✔ **Recovery of Import Trade** (cheaper goods for consumers).

✔ **Stability of Commodity Prices** (such as electronics, cars, raw materials).

✔ **Improvement in Investor Sentiment** in global stock markets.

❌ **Potential Negatives:**

✖ **China Excluded** → Continued tension with the world's largest exporter.

✖ **Threat of Returning Tariffs** after 90 days if negotiations fail.

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### **📌 What’s Next?**

- **The Next 90 Days are Crucial** – If negotiations succeed, increases may be canceled forever.

- **If They Fail**: Return of **Higher Tariffs + Negative Impact on Inflation**.

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### **🌍 Effects on Currencies and Commodities:**

📉 **US Dollar**: May weaken due to reduced protectionism.

📈 **Global Stocks**: Export/import companies may rise.

🛢️ **Oil and Metals**: Temporary stability in prices.