📅 Tuesday, June 3, 2025

Markets are bracing for impact as the U.S. doubles down on protectionism. The White House just confirmed a major escalation in trade policy — one with global ripple effects.

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🔥 Official Statements from the White House:

✔️ “We are actively monitoring China’s compliance with the Geneva Trade Agreement, especially regarding restrictions on critical minerals.”

✔️ President Trump and Chinese leader Xi Jinping are expected to speak “very soon”.
Diplomatic tone is cautious — but urgency is high.

✔️ The U.S. Trade Representative is currently in Paris, holding high-level discussions with global trade partners.

✔️ An official announcement on a broader trade deal is imminent.

✔️ President Trump will sign an executive order today to double tariffs on steel and aluminum imports.

🛑 The new 50% tariffs will go into effect tomorrow.

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🌍 What This Means:

– Steel and aluminum prices could spike in the short term
– European and Asian exporters likely to respond with countermeasures
– Commodities and industrial ETFs may see sudden volatility
– Inflationary pressure could intensify if tariffs widen

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🧠 Smart investors are watching commodity exposure, adjusting allocations to benefit from metal price swings, and keeping cash ready for dips across supply-chain stocks.