Trump & EU Strike Landmark 15% Tariff Deal to Avert Trade War

Hello, Market Reader’s

Top U.S. and Chinese economic officials have reconvened in Stockholm to negotiate a 90‑day extension of their current tariff ceasefire, aiming to avoid a renewed escalation of duties and pave the way for a late‑2025 Trump‑Xi summit. President Trump hinted he’s “very close to a deal with China,” while recently pausing export curbs on Nvidia’s H20 AI chips, bolstering trade momentum. Markets are watching closely -extension would buy breathing room ahead of the August 12 deadline, easing supply chain concerns and keeping volatility at bay.

Today’s Global Menu

• Focal Point

• World Markets

• Frontier News

• Crypto World

FOCAL POINT

🌍 Trump’s EU Tariff Play: Strategic Pressure or Trade Gamble?

President Donald Trump is back with a bold proposition - imposing high tariffs on EU goods unless trade terms become more “favorable” to the U.S.

This is more than political posturing. It’s about reshaping global trade narratives.
Here's what's at stake:

✅ U.S. wants bilateral leverage, not multilateral consensus
✅ EU exports - especially autos and luxury goods - could feel the heat
✅ American companies reliant on European supply chains may face margin pressure

Trump’s message is clear: “Reciprocity or retaliation.”

But here’s the catch - in a high-inflation, deglobalizing world, tariffs can backfire by raising costs for domestic consumers and companies alike.

👀 For businesses: This could trigger reshoring and new trade routes.
📉 For investors: A return to tariff wars may signal volatility in cyclical sectors.

This is not just about trade - it's about economic sovereignty vs. interdependence.

Will this stance stick? The 2025 elections may have the final word.

WORLD MARKETS

📊 Asian Markets Hold Steady Amid Mixed Global Cues

Asian markets opened this week with cautious optimism, balancing global uncertainty with regional resilience.

Key highlights:

• Nikkei 225 slightly up, buoyed by tech optimism

• Hang Seng gains on renewed property stimulus hopes

• Nifty 50 and Sensex remain steady despite FPI outflows

📉 Global concerns like potential EU-U.S. trade tensions and Fed rate expectations continue to cast a shadow.

But here’s the undercurrent:
👉 Asia is showing signs of de-coupling from Western volatility.
👉 Domestic consumption and policy support are cushioning shocks.

📌 For Indian investors, this is a lesson in diversification and macro awareness.
📌 For global funds, Asia remains a structural growth story despite short-term noise.

💡 In uncertain times, the quiet performers often offer the most sustainable returns.

Stay nimble. Stay informed. Watch Asia.

FRONTIER NEWS

⚡ Powerplay: Samsung Electronics has secured a $16.5 billion multiyear chip supply deal to manufacture Tesla’s next-gen AI6 chips at its new Texas fab, running through 2033. This partnership could mark a turning point for Samsung’s struggling foundry business, helping to stem billions in losses and reinforce its foothold in the AI chip race.

🇯🇵 Trickle: Japan revealed that only a modest 1–2% of its newly approved $550 billion U.S. fund will go toward direct investment; the rest will primarily fuel loans. This cautious deployment strategy raises questions about how much fiscal stimulus will ultimately flow to startups and growth ventures.

🍬 Sweetener: This week’s earnings scorecard shows around 80% of companies delivered EPS beat, with banks and communication services leading the charge. While growth momentum seems solid, aggregate surprises - both EPS and revenue - are slightly muted compared to historical averages.

🤝 Detente: After President Trump publicly urged Coca‑Cola to switch to real cane sugar, the company announced a limited U.S. rollout of cane-sweetened Coke this fall - modeled on “Mexican Coke.” While this adds political flair and niche appeal, experts warn that broader substitution from HFCS could disrupt domestic sugar markets and raise prices significantly.

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CRYPTO WORLD

🚀 Crypto Rebounds: Bitcoin Tops $119K, Ethereum Nears $3,900

The crypto markets just reminded us of one core principle: volatility swings both ways.

Bitcoin is back above $119,000 and Ethereum is closing in on $3,900, marking a strong bounce from last week’s turbulence.

What’s fueling the recovery?
✅ Renewed institutional interest after price dips
✅ Clarity from global regulators (finally!)
✅ Broader tech rally boosting risk-on sentiment

🔥 This week’s movement reflects the growing maturity of crypto markets. Unlike past crashes driven by panic, this bounce came from buying conviction, not hype.

For builders: Market dips are product development opportunities.
For investors: Focus on fundamentals, not FOMO.

⛓️ And remember - as Layer 2s and real-world tokenization evolve, Ethereum’s role as an infrastructure layer will only grow stronger.

2025 may still be early innings for digital assets - but it’s clear:
Crypto winter is over. The builders are blooming.

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Thanks for reading.

Until tomorrow!

Hanoomaan Global Markets team

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