#TariffsPause – What It Means for Your Portfolio

Tariffs on pause doesn’t equal peace of mind—here’s what savvy investors are doing:

– Rally or Trap? Stocks popped, but don’t chase blindly. Check earnings and guidance before piling in.

– Inflation Watch: China still faces steep duties. Higher costs on imports could reignite price pressures. Hedge with hard assets.

– Supply Chains Reset: Companies will use this 90-day window to retool logistics. Look for winners in Southeast Asia and U.S. reshoring plays.

– Crypto’s Moment: Uncertainty breeds demand for borderless money. Bitcoin and stablecoins could see fresh inflows as hedges.

– Policy Risk Lingers: Pause has an expiration date. Position for potential volatility when tariffs resume.

This isn’t just a headline—it’s a signal to recalibrate. Are you ready?

#TariffsPause #MarketMoves #InflationHedge #SupplyChainShift