Trump New Tariff Live Market Reaction
Fresh tariff headlines are rippling through markets today. President Trump’s latest tariff framework continues to impose elevated duties in some cases up to ~50% on select imports keeping trade tension front and center. Traders are pricing in continued uncertainty as global exporters adjust pricing and supply chains.
Equities remain mixed-to-soft, with cyclical sectors under pressure. Small U.S. manufacturers report cost inflations of ~30%, squeezing margins and dampening hiring sentiment. The Indian rupee and other EM currencies are pressured by tariff spillovers, and export data shows varied regional responses.
On the macro front, Japan’s exports to the U.S. jumped ~8.8% YoY after tariff adjustments, suggesting negotiation leverage can blunt tariff effects.
Emotionally, markets are oscillating between frustration and cautious positioning wary that prolonged tariffs will keep volatility elevated. Risk assets feel heavy, safe havens bid, and traders are clinging to tight risk parameters 🚢📉.
