#TrumpTariffs President Trump has announced a new phase in U.S. trade policy: additional reciprocal tariffs on countries seen as imposing unfair taxes on American goods. Here's a breakdown:
đš Whatâs been announced?
25% tariffs on imports from Japan and South Korea, initially set for August 1, following a 90âday freeze that was delayed prior from the original July 9 date .
Higher rates (25â40%) being threatened for 12â14 other nations including Malaysia, Kazakhstan, Thailand, Bangladesh, Laos, Myanmar, Serbia, Indonesia, South Africa, Bosnia, Cambodia, and Tunisia.
An additional 10% tariff targeting BRICS countries (Brazil, Russia, India, China, South Africa plus new members) deemed to pursue âantiâAmerican policiesâ.
đ Why now and whatâs next?
The 90âday negotiating pause introduced on April 2 (âLiberation Day tariffsâ) was set to expire July 9 but has been extended to August 1, when tariffs will kick in.
This creates a negotiation windowâcountries are under pressure to secure trade deals before the deadline.
So far, only two agreements have been reached the UK (10%) and **Vietnam (20%)** âothers are still in active talks (Canada, EU, India, South Korea, Japan, Thailand).
đ Market & global impact
Global stock markets dipped on July 7, with the S&P 500 down ~0.8%, US Treasury yields rose, while the dollar strengthened.
Oil prices and bonds saw volatility; some investors anticipate a market correction given the elevated trade tensions.
BRICS nations responded sharply, condemning the move and warning of retaliatory consequences.
đ§ Summary Table
Country/Group Proposed Tariff Rate Effective Date Status
Japan & S. Korea 25% August 1, 2025 Letters sent on Truth Social
12â14 other countries* 25â40% August 1, 2025 Letters underway
BRICS-aligned nations +10% (on top of base) August 1, 2025 Threat declared, no letters yet
* Includes Laos (40%), Myanmar (40%), Thailand/Cambodia (36%), Bangladesh/Serbia (35%), Indonesia (32%), South Africa/Bosnia (30%), Malaysia/Kazakhstan/Tunisia (25%).
đŁ Why it matters
1. Negotiating leverage: Trump is using tariffs as a tool to force.
2. Global friction: Allies like Japan and South Korea, along with emerging economies, are drawn into this dispute.
3. Market watch: Investors are recalibrating expectations amid rising trade-related uncertainty.
Let me know if youâd like a detailed breakdown of how each affected country is responding, or what this means for U.S. imports or consumer prices.