#TrumpTariffs 📈 1. New U.S.–China Tariff Deal & 55% Tariff

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2. Truce Extensions: "TACO Day"

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3. Economic Picture: Stable Inflation, Resilient Growth

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4. Mixed Impacts: Industry, Trade & Nearshoring

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5. Legal & Global Pushback

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🧭 Why This Matters

IssueImplicationConsumer pricesStill stable now—not yet felt—but companies might pass costs later.Supply chainsReorientation underway; globalization shifting to nearshoring hubs like Mexico.Trade uncertaintyCompanies delaying investment; Fed monitoring risks of inflation and slower growth.Political calculusTariffs may play well with Trump’s base, but delays and extensions may draw ridicule.

🔮 Outlook & Watchpoints

China deal finalization: Will rare‑earth arrangements and 55% tariffs be formally signed?

July 9 deadline: Will pauses extend further or escalate into broader tariff rollouts?

Court rulings: Federal judges re-evaluating the legality of April’s tariffs.

Economic indicators: Keep an eye on inflation data (PCE, wholesale), plus Fed commentary.

This is an evolving trade policy with major economic and geopolitical implications—not just tariffs, but how global supply chains and diplomacy shift. Let me know if you'd like a breakdown of effects on specific industries, countries, or consumer goods.