*Trump’s latest tariffs range from 20%-40%; potential Chinese tariffs of 40% and various other sectoral tariffs of 25%-50% may imply an average 22.5% tariff rate*

·*This 22.5% tariff rate is higher than the Fed's estimates of 15.5% as the base case scenario.*

·*Trump may again extend his tariff's deadline to September-December’25-ahead of the US Festival shopping season.*

·*Overall,Fed’s uncertainty <https://wallstreetjpg.blogspot.com/2025/07/is-trump-playing-ycc-game-targeting.html>may linger, but Fed may start cutting rates from September’25 by @25 bps.*

*https://wallstreetjpg.blogspot.com/2025/07/stocks-slip-on-hotter-than-expected.html
*

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--
Regards,
Ashish Ghosh
Regards,
Ashish Ghosh
Capital Market Analyst/Signal Provider/Content Writer-iFOREX
telegram: asisjpg
Gmail: ashishghoshjpg
NSE CERTIFIED MARKET PROFESSIONAL-LEVEL-2
Technical & Fundamental Analysis
India/Global -Consultant (B2B/B2C)

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