Global Markets Brace for Trump Tariffs as New Trade Landscape Emerges
Breaking News: As of Thursday, August 7, 2025, the United States is set to implement a significant overhaul of its import tariff structure, with President Donald Trump’s administration enacting new levies on goods from nearly 70 economies. These tariffs, an escalation from the 10% imposed in April, are designed to address perceived unfair trade practices and will vary by trading partner, with some reaching as high as 41%.
evergreen Context: This move marks a pivotal moment in global trade relations,signaling a potential shift towards protectionist policies. The new tariff regime, detailed in an executive order, establishes a 10% base tariff on most imports, with exceptions for strategic commodities like oil, gas, and critical minerals.
Specific tariff rates have been outlined for key trading partners. The European Union, Japan, and South Korea will face a 15% tariff.Canada’s tariffs will reach 35% on products that do not comply with the terms of the United States-Mexico-Canada Agreement (USMCA). Brazil is subject to a 50% tariff, attributed to its digital policies and internal legal actions. Mexico will maintain existing tariffs, including 25% on certain products and 50% on metals. China faces the threat of further tariffs if a trade agreement is not reached by August 12.
The impact of these tariffs is expected to be felt across various sectors, with ceramics, steel, aluminum, automobiles, and agricultural products being among the most affected. As an example, the ceramics industry in Castellón, Spain, anticipates potential losses of up to 100 million euros due to a 15% tariff.
Financial Market Commentary:
In parallel, the domestic financial markets have shown resilience, with certain segments experiencing gains. On November 28, Treasury bonds (Tems) closed within the 2.4%/3.8% range, accumulating average weekly increases of 1.5%.The CER (Coefficient of Variation) segment also saw positive movement, rising 0.7% and achieving average weekly increases of 1.2%.
Agustina Savoia, a Gold Cocos Financial Advisor, highlighted the strategic adjustments required in the current economic climate, particularly in the absence of Lefis and with the prevalence of floating rates. “In a market where liquidity dictates and rates fluctuate daily, the most favorable approach is to position oneself in instruments that offer a high, locked-in rate from today and provide visibility for the coming months,” Savoia stated.
Savoia recommended two specific investment options: the S29G5 LECAP, suitable for capturing short-term liquidity with a monthly rate of approximately 3.4%, and the boncap T13F6 for longer-term stability, offering a TNA (Nominal Annual Rate) above 41% and protection against potential rate decreases or market calm. “In a scenario of volatility, I prefer to secure fees now and guarantee a positive real performance without sovereign risk,” she concluded.
