Trump Imposes 50% Copper Tariff from August 1 - Market & Industry Insights

Hello, Market Reader’s

Nvidia just shattered Wall Street’s ceiling, becoming the world’s first company to clinch a mind-bending $4 trillion market value. CEO Jensen Huang often hailed as the “AI visionary” has steered Nvidia from niche chipmaker to the crown jewel of the AI gold rush.

Today’s Global Menu

• Focal Point

• World Markets

• Frontier News

• Crypto World

Focal Point

🏗️ Copper Tariff Shock: Why Founders Should Care

A 50% tariff on copper? That’s more than metal that’s margin risk.

Former President Trump just announced that a 50% tariff on copper will kick in from August 1, aiming to protect American producers but rattling everyone from builders to EV startups.

Copper isn’t some niche commodity it’s the quiet backbone of modern tech. Wires, batteries, EV motors, semiconductors, renewables they all run on copper. If you’re scaling anything that plugs in or powers up, this is your new cost line to watch.

✅ Why this hits startups hard:

1️⃣ Material inflation, real margins. A sudden 50% tariff will squeeze margins in hardware, infra, and clean tech. Many founders underestimate commodity risk until it hits their BOM (Bill of Materials).

2️⃣ Pass-through or pivot? Do you absorb higher costs or pass them to already cautious buyers?

3️⃣ Geopolitics meets supply chain. From mining contracts to recycled materials, sourcing just got political. Diversifying suppliers is no longer optional.

💡 Don’t treat raw materials as static. One policy move can blow up projections overnight.

World Markets

Ripple: Global markets are bracing for impact as Trump’s fresh tariff threats collide with Nvidia’s record-shattering $4 trillion valuation. While Asian stocks wavered overnight, European bourses tiptoed higher, trying to balance trade jitters with tech euphoria.

Steady: Wall Street futures are holding steady as traders juggle Nvidia’s mind-blowing milestone with Trump’s latest tariff warnings. The Dow, S&P 500, and Nasdaq look poised for a cautious open proving that even in an AI-fueled bull run, geopolitical sparks can still spook sentiment.

FRONTIER NEWS

1. Tug-of-War: Former President Trump is ramping up trade tensions again, slapping fresh tariffs on Brazilian goods while Bolsonaro eyes retaliation. These revived trade barriers echo Trump’s “Liberation Day” levels raising fresh questions about supply chain costs and investor nerves.

2. Windfall: Microsoft just unveiled a $500 million boost to its bottom line, crediting new AI efficiencies that are trimming costs like never before. As more companies race to plug AI into daily operations, Microsoft’s early edge could redefine what “big tech savings” really means.

3. Cooldown: Japan’s producer prices cooled to a 10-month low in June, ticking up just 2.9% year-over-year hinting that inflationary pressures in Asia’s second-largest economy are easing. For investors, this slowdown could spell relief for Japan’s rate-sensitive sectors.

4. Tariffstorm: Trump just unleashed seven more tariff letters, pushing rates higher than his earlier “Liberation Day” benchmarks. This aggressive push signals renewed trade battles that could send shockwaves through key industries from autos to agriculture.

Crypto World

₿ Bitcoin’s New High: Still Just Getting Started?

$111,925 and the believers say we’re still early.

Bitcoin just smashed another record, hitting $111,925, marking a 39% surge in just 3 months.

Even after 15 years, Bitcoin’s new highs keep rewriting how we think about trust, money, and markets. Big players from family offices to sovereign funds are steadily increasing their stakes. Retail investors, once burned by past winters, are trickling back too.

✅ What’s driving this run:

• ETF inflows: Spot Bitcoin ETFs continue unlocking fresh capital that once sat on the sidelines.

• Macro signals: Sticky inflation and unstable fiat make Bitcoin’s “digital gold” story shine again.

• Psychology: Every new ATH (All-Time High) brings fresh FOMO but smart holders still watch fundamentals, not just charts.

💡 What this means for builders & investors:
Crypto is no longer a sideshow. It’s woven into global portfolios, wealth planning, and treasury conversations. If you’re ignoring Bitcoin while your customers, employees, or partners hold it you’re missing more than price action. You’re missing mindset shifts.

🚀 Whether you’re bullish or skeptical, the question is no longer “Is crypto here to stay?” it’s “Where does it fit in your world?”

Your Opinion Matters!

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Thanks for reading.

Until tomorrow!

Hanoomaan Global Markets team

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