#TariffsPause President Trump said that a temporary halt on other tariffs is unlikely to happen again after the 90-day pause ends.

Currently, we have entered day 17 of the 90-day pause.

The temporary halt on tariffs for 90 days began on April 10, 2025, and will end on July 9, 2025, according to an official statement. This temporary halt reduces higher tariffs to 10% for most countries, except for China, which faces a tariff of 125%. This temporary halt aims to allow trade negotiations, but economists warn that reinstating higher tariffs could raise prices and slow growth.

The announcement of this temporary halt has significant implications for supply chains and inflation expectations. The current 90-day tariff pause is designed to give businesses time to adjust and potentially allow negotiations to progress, but Trump hinted that there will be no extension, meaning companies now have a strict deadline of just 73 days left to fully restructure their supply chains or face the full impact of these tariffs. This will result in significant effects on the financial reports of the affected companies, with the likely impact being felt in Q3. Sectors with high exposure to China such as consumer electronics, apparel, and furniture will feel the greatest pressure, while companies focusing domestically and those that have diversified their supply chains will benefit relatively.