*Trump is scaling back reciprocal tariffs ~10% on most countries except
Brazil and Canada so far; Chinese tariffs now ~30% including a 20%
Fentanyl levy*
·*Trump’s net effective Canada tariffs remain unchanged at 9.50% (April
vs August), while that for Mexico may remain around 15%*
·*Fed is now preparing the market for 50 bps cumulative rate cuts in
September and December, with a potential QT/QE combination (MBS/TSY
reshuffling)*
·*Fed may continue to drain out MBS and buy TSY bonds to recalibrate the
Balance Sheet and bond yield market as a long-term strategy*
https://wallstreetjpg.blogspot.com/2025/07/stocks-surged-on-less-hawkish-trump.html
--
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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