Trump Tariff 2.0: The Coming Storm and Unpredictable Developments for Financial and Crypto Markets
July 18, 2025
As the door to August approaches, a new wave of instability is brewing on the international stage as President Donald Trump resolutely pursues ambitious tariff policies. This move not only strains relations with the European Union (EU) but also poses risks of reshaping global capital flows and the financial landscape for both traditional and cryptocurrency markets.
Tariff Hotspot: EU in the Eye of the Storm
According to sources, Trump is pushing for a minimum tax of 15-20% on goods imported from the EU, potentially reaching up to 50% on certain items and 200% on pharmaceuticals if a new trade agreement is not reached before August 1. Industries such as steel, aluminum, automotive, copper, pharmaceuticals, semiconductors, and lumber are at risk of significant impact. On the EU side, while still seeking negotiation solutions, they have prepared strong retaliatory measures, indicating that an escalating trade war is entirely possible.
How is the Market Reacting?
Initially, global markets appear relatively calm, but analysts warn of the potential for significant volatility if tensions escalate. Rising interest rates and inflationary pressures are pressing concerns that could impact overall economic growth. Notably, supply chains are starting to shift more significantly towards Asia in search of stability and lower costs, creating both challenges and opportunities for countries in the region.
Crypto Perspective: What Signals from Washington?
In the context of escalating trade tensions, a noteworthy point for the crypto community is the news that President Trump has signed the first stablecoin legislation in the U.S. This indicates that, despite the trade policies creating significant waves, Washington is actively seeking ways to regulate and integrate the digital asset space into the legal framework.
What Comes Next?
With the deadline of August 1 approaching and the possibility of applying industry-specific tax rates, investors and financial experts need to closely monitor every move. Tariff policies can create significant fluctuations in commodity, foreign exchange, and even stock markets. For the crypto community, clarity on the legal status of stablecoins could be a stabilizing factor in the challenging macro context.
Prepare for a volatile period where policy decisions could profoundly impact your investment portfolio.