Trump’s Tariff Ultimatum: BRICS Nations Face 10% Duty Spike by August!

Hello, Market Reader’s

As the Trump tariff deadline looms, stocks are still strutting near record highs but how long can this balancing act last? Investors are bracing for a fresh twist in the US-China trade tango that could shake up everything from tech giants to tiny suppliers.

Today’s Global Menu

• Focal Point

• World Markets

• Frontier News

• Crypto World

Focal Point

🌐 Trump vs BRICS: The Tariff Gambit

“A new trade cold war or just political noise?”

Former President Trump just sent global markets buzzing again: he says countries that align more closely with the BRICS bloc could face extra tariffs if he’s re-elected.

This statement isn’t empty chest-thumping. It signals how deeply the BRICS expansion (Brazil, Russia, India, China, South Africa plus new hopefuls like Saudi Arabia, Iran, UAE) challenges old trade routes and power equations.

✅ What this means for founders and investors:

• Supply chains just got more unpredictable. Cross-border startup builders must watch how tariff threats shape manufacturing, raw materials, and tech partnerships.

• The “Global South” wants alternatives to USD trade and Western-dominated financial systems crypto and digital payments could see tailwinds here.

• Geopolitics is startup strategy. Understanding shifting alliances isn’t just for policy wonks it impacts where you raise money, hire talent, and pay taxes.

💡 We may be witnessing not just “BRICS vs West,” but a multi-polar realignment that startups can’t afford to ignore.

World Markets

Trigger: Futures for the Dow, S&P 500, and Nasdaq dipped as Trump zeroed in on August 1 for sweeping country-by-country tariffs a bold gambit that has traders tensing for a market shake-up. This fresh tariff salvo threatens to rattle a rally that’s been cruising at record speeds.

Shiver: Asian stocks shivered as Trump’s tariff threat sent fresh chills through global markets, just as traders braced for Australia’s central bank to weigh another rate cut. From Seoul to Sydney, investors are watching for ripple effects that could sway everything from exports to currency plays.

FRONTIER NEWS

1️⃣ Collision: Cantor Fitzgerald’s CEO Howard Lutnick just confirmed Trump’s tariffs will slam into action August 1 a move that could jolt supply chains already walking a tightrope. Wall Street’s record run might face a stress test as markets gauge just how much bite these fresh levies will pack.

2️⃣ Gusher: OPEC just surprised the oil world with a bigger-than-expected production boost for August a bold move that’s sure to ripple through global energy markets. While drivers may cheer at the pump, investors are eyeing how this surge could rattle Big Oil’s profit calculus.

3️⃣ Squeeze: Japan’s May real wages just logged their steepest drop in nearly two years a stark signal that the world’s third-largest economy is wrestling with a stubborn cost crunch. For markets, shrinking paychecks could dent consumer confidence and ripple far beyond Tokyo.

4️⃣ Pivot: A US tariff deal with Vietnam is set to widen trade flows but faces thorny hurdles that could stall this budding expansion. As both sides hash out the fine print, exporters and investors alike are watching for clues that might tilt supply chains across Asia.

Crypto World

₿ Bitcoin’s Next Act: Sizzle or Fizzle?

“Crypto’s winter thawed. Now what?”

2025’s first half has been a wild ride for Bitcoin and crypto investors. Bitcoin soared above $70K, then dipped all while new ETFs, halving buzz, and fresh institutional interest reshaped the narrative.

So, what’s next for H2 2025?

📌 Key signals founders and crypto-curious investors should track:
1️⃣ Halving’s real impact. Historically, post-halving rallies follow but this cycle is unique. ETF flows are plugging Bitcoin into traditional portfolios like never before.
2️⃣ Regulation on the horizon. Global regulators are tightening KYC/AML. Founders building exchanges or wallets need compliance dialed in or risk sudden exits.
3️⃣ Retail is cautiously back. Google searches, on-chain activity, and meme coins hint at a comeback. But big whales and hedge funds call the tune now retail alone can’t pump unsustainable rallies.

✅ Next-level adoption will come from trust, utility, and simplicity not just hype. Founders who build tools that make crypto usable and safe will outlast the next correction.

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Thanks for reading.

Until tomorrow!

Hanoomaan Global Markets team

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