📉 Markets Pull Back as Tariff Threats Loom
- White Oak University
- Jul 14
- 1 min read
U.S. equity futures slid early Monday after President Trump announced 30% tariffs on the EU 🇪🇺 and Mexico 🇲🇽, set to begin August 1. The reaction? 🔻 Dow futures fell over 200 points overnight before paring some losses.
💼 But here's where it gets interesting...
🔍 Investors are betting that these steep tariffs will be negotiated down in the coming weeks - and with earnings season heating up, optimism is still in the air.
📆 This week’s watchlist:
💣 Tariff impact on inflation data
📊 Q2 earnings kickoff - major banks like JPMorgan ($JPM) report Tuesday
⚖️ Trump vs. Fed tensions escalate - Powell under pressure again
🏛 Fed building renovation costs now under scrutiny
🗣 “Inflation is here with tariffs - the only question is who eats it,” says Peter Boockvar of Bleakley Financial.
Stay tuned - this could be the week that sets the tone for the next big market move. Don’t get caught on the wrong side of institutional positioning.
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