30/07/2025
📉 Tariffs No Longer in Focus – Wall Street Awaits a New Catalyst!
🔥 Former President Donald Trump recently announced he may impose a general tariff of 15%–20% on countries without individual trade agreements with the U.S.
👉 This has significantly reduced market uncertainty, especially compared to the previous 25% scenario that rattled markets earlier in April.
📉 While still higher than pre-Trump levels, this shift has brought a sense of relief to investors.
💼 Even major financial institutions are dialing down the doom-and-gloom:
📊 JPMorgan Chase, known for its conservative forecasts, cut the probability of a U.S. recession in 2025 from 60% (in April) ➡️ to just 40% now.
✅ Translation?
👉 Future trade deals may no longer spark major rallies on Wall Street — or may barely move the needle.
👉 Tariffs, at least for now, are taking a backseat as the August 1 deadline approaches.
📌 So, what’s driving investor attention now?
1️⃣ Key upcoming U.S. economic data:
🕐 1:00 AM – July 31: FED interest rate decision + FOMC press conference
📆 7:30 PM – July 31: June PCE inflation report
📆 7:30 PM – August 1: July Non-Farm Payrolls (NFP) report
2️⃣ Earnings season continues – spotlight on the “Mag-7” tech giants 🔍
📅 July 31: Meta Platforms, Microsoft
📅 August 1: Amazon, Apple
🧠 Bottom line: Investors should stay focused on fundamentals and corporate earnings, rather than expecting tariff headlines to be the next market mover.
