As August 1 approaches, global markets are anticipating the outcomes of sensitive trade negotiations between the United States and the European Union, amid the possibility of new tariffs being imposed.
Discussions are currently underway regarding the imposition of a uniform tariff of 15% on European goods, with potential exemptions for specific sectors, amid previous American threats to raise tariffs to 50% if an agreement is not reached.
The sectors most vulnerable to impact include cars, steel, pharmaceuticals, and semiconductors, where the European side insists on immediate relief from tariffs in these areas, without waiting for the final agreement to be approved.
According to President Trump's statements, the likelihood of reaching an agreement remains '50-50 or less,' which entrenches a state of uncertainty.
Investors are reacting to these developments with cautious optimism, amid signs of the possibility of reaching a partial agreement.
The American markets have maintained high levels, but expectations of increasing volatility prevail as the deadline approaches.
In this context, alternative assets like Bitcoin benefit from rising tensions, being seen as a hedge against political and monetary uncertainty.
Previous periods of trade disputes have seen a noticeable increase in cryptocurrency trading, being considered a neutral alternative and a store of value.
However, market behavior is not stable; if an agreement is reached at the last moment, a state of relative stability may return, easing pressures on currencies and stocks, and potentially temporarily reducing the upward momentum of cryptocurrencies.
