🚨 MARKET FLASH | 🇺🇸 U.S. TRADE POLICY SIGNAL

President Donald Trump has attributed the latest surge in U.S. economic growth to his tariff strategy, framing tariffs as a long-term growth driver — not just a trade defense tool.

📈 Why This Matters for Markets

• Signals strong policy conviction around extended or expanded tariffs

• Increases the probability of trade policy becoming a core pillar of U.S. economic strategy

• Markets may begin pricing tariff-driven scenarios before confirmation in data.

🔍 Key Areas Traders Are Monitoring

• Inflation expectations & input-cost pressures

• U.S. dollar strength and global capital flows

• Sector rotation into industrials, defense, energy, and manufacturing

• Broader geopolitical risk and volatility dynamics.

⚡ Market Insight

When political leadership explicitly ties economic momentum to a specific policy tool, it often precedes positioning shifts, volatility expansion, and sector re-rating.

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📊 Market take?