tariff

Former U.S. President Donald Trump has threatened to impose new tariffs on several European countries, escalating tensions between the United States and the European Union. The proposed tariffs could start around 10% and rise sharply if European leaders do not align with U.S. demands linked to strategic and geopolitical issues, including Greenland.
European governments have strongly rejected the threats, calling them economic pressure on long-time allies. EU leaders say Europe will not be intimidated and are considering counter-measures, including retaliatory tariffs.
The news has already shaken financial markets, with European stocks falling and export-dependent countries warning of major economic losses if tariffs are enforced. Analysts fear that a renewed trade conflict could hurt global growth and further strain transatlantic relations.
In short: Trump’s tariff warnings have raised fears of a new US-Europe trade war, increasing market uncertainty and political tension.#TrumpTariffsOnEurope #TRUMP #Binance #tariff $BTC $ETH
$BNB

Trump just announced new tariffs at the World Economic Forum…

Meanwhile, the U.S. Supreme Court is holding a vote to cancel the tariffs altogether.

If you own stocks, crypto, or literally any risk asset, read this carefully:

Tariffs stay = DUMP
Tariffs removed = DUMP

THERE IS NO BULL CASE HERE.

And most people still don’t understand this.

Before we even get to tariffs, look at where the market already is.

→ The Buffett Indicator (Total Market Cap to GDP) just touched ~224%.
That’s the highest level EVER.
Well above the Dot-Com peak (~150%) and higher than the 2021 top.

→ The Shiller P/E is sitting near 40.
This has only happened ONCE in the last 150 years, right before the market collapse in 2000.

This market is priced for perfection.
It can’t survive a hiccup - let alone a trade shock.

Now here’s where it gets dangerous…

1⃣ TODAY: TRUMP AT DAVOS

Trump is speaking at the World Economic Forum in Davos.
Global leaders, CEOs, and markets are listening for one thing: trade policy direction.

Any hint of escalation or defiance will be taken as a green light for volatility.

And the risks are already stacked.

2⃣ THE “GREENLAND” ESCALATION

10% tariffs on European allies (France, Germany, UK, etc.) set to begin Feb 1.
These directly hit multinationals trading at ~22x earnings.

There is ZERO margin for error.

3⃣ THE CONSTITUTIONAL FLASHPOINT

Whispers are growing that the Supreme Court may rule Trump’s IEEPA tariffs ILLEGAL.

Anyone who’s been around long enough knows what that means:
THERE IS NO POSITIVE OUTCOME.

Let’s walk through it.

SCENARIO A: TARIFFS STAND (INFLATION + MARGIN SHOCK)

→ Corporate margins get crushed.
Companies can’t push 10–20% cost increases onto already exhausted consumers.
They absorb it.

→ History reminder: In 2002, Bush’s steel tariffs wiped out 200,000 jobs in steel-using industries - more than the entire steel workforce.
Markets dumped.

→ In 2018, mere tariff threats triggered instant sell-offs (CAC 40 down 1.7% in a single day, Apple off 2.6%).

Bottom line: 2026 earnings expectations are about 15% too optimistic.

SCENARIO B: TARIFFS VOIDED (LEGAL + SOLVENCY SHOCK)

→ The Refund Bomb: If tariffs are ruled illegal, the U.S. government potentially owes billions back to importers.

→ The Smoot-Hawley Echo: In 1930, markets fell 16% before the bill was even signed - purely on anticipation.

→ If courts rule against Trump, the administration won’t just accept it.
Expect Section 232, executive orders, or emergency powers to block refunds.

Markets fear legal chaos and fiscal instability more than they fear taxes.

So pick your poison:

A margin-destroying trade war
OR
A constitutional crisis with insolvency risk

This isn’t a surprise.
This is a known unknown.

I know newer investors don’t want to hear this, but after 20+ years in markets, one truth stands out:

Retail prays for the rally to never end.
Professionals wait patiently for the floor to give way.
Wealth isn’t built at euphoric highs - it’s built when fear takes over.

I’ve called every major market top and bottom over the last decade.

When I make my next move, I’ll post it here publicly.

If you want to outperform the others, just follow me and turn on notifications.

You’ll wish you did it earlier.

#Trump #TARIFF #EconomicAlert

Former U.S. President Donald Trump has made a striking economic declaration: ending the U.S. trade deficit — potentially as soon as next year. This isn’t framed as a campaign slogan, but as a fundamental shift in trade policy.
🔥 What’s Different This Time
According to Trump, tariffs are no longer a temporary negotiating tool. Instead, they are positioned as a permanent lever of economic policy aimed at restructuring global trade relationships.
The argument behind this approach is straightforward:
Long-standing trade agreements are viewed as unfavorableHeavy reliance on low-cost imports weakened domestic manufacturingEconomic gains flowed overseas while U.S. industry declined
This strategy seeks to reverse that trend.
🏭 The Core Tariff Strategy
Under this vision:
High import tariffs discourage foreign goodsCompanies are incentivized to produce domesticallyManufacturing jobs return to the U.S.Economic independence is strengthenedGlobal trade flows are forced to rebalance
Supporters argue this approach replaces negotiation with enforcement.
⚠️ Risks and Pushback
Critics warn of higher consumer prices, retaliatory measures from trading partners, and rising global trade tensions. Trump and his allies appear largely dismissive of these concerns, framing the policy as prioritizing national economic strength over global approval.
🌍 Why Markets Are Paying Attention
If implemented, a sustained move toward a trade-deficit-free U.S. would represent a major shift in global economics:
Export-driven economies would feel immediate pressureTrade relationships could be reshapedThe global balance of economic power may shift
📌 Bottom Line:
Tariffs are moving back to the center of economic policy. Trade friction is rising, and markets worldwide are watching closely. Positioning and volatility are likely to increase as this narrative develops.
$FOGO
$STX
$AXS

LATEST | Global Trade Shock Incoming?
U.S. President Donald Trump has declared that the United States will have no trade deficit next year, crediting his aggressive tariff strategy for what he calls a historic economic turnaround.
According to Trump, sweeping import tariffs — especially on China, Europe, and other major trading partners — will force companies to bring manufacturing back to U.S. soil, slash imports, and rebalance global trade flows in America’s favor.$DUSK
“Next year, the United States will have no trade deficit. Tariffs are working. Jobs are coming back,” Trump reportedly said.
If true, this would mark a once-in-a-century shift in U.S. trade dynamics. The U.S. has run persistent trade deficits for decades, relying heavily on foreign manufacturing and cheap imports.$BEL
But economists remain deeply divided. Critics warn that:
Higher tariffs could raise inflation for U.S. consumers
Retaliatory tariffs may hurt U.S. exporters
Global supply chains could fracture further
Trade wars could slow worldwide economic growth
Supporters argue the opposite — that tariffs will:
Revive domestic manufacturing
Strengthen national security
Reduce dependence on foreign supply chains
Improve long-term wage growth
Why this matters for markets:
A shrinking U.S. trade deficit could strengthen the U.S. dollar
Global exporters may face pressure
Commodity prices could spike if supply chains tighten
Crypto may benefit as nations accelerate de-dollarization in response to trade wars
Whether Trump’s bold prediction becomes reality or not, one thing is clear:Bl$BTC
The era of free trade is fading fast — and a new wave of economic nationalism is taking over.
2026 is shaping up to be a turning point for global trade. 🌍⚡

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