⚖️ [MARKET INSIGHT] Wall Street Holding Its Breath – Trump’s Tariff Talk Raises Tension 📅 July 9, 2025 | 🕘 10:39AM The US stock market woke up cautious today — and for a reason. After weeks of focusing on inflation and rate cuts, suddenly a new old threat has returned: Tariffs. Yes… we’re talking about Trump. 💬 What happened? Donald Trump, now the Republican front-runner, made fresh comments about potentially reintroducing tariffs on China and the EU if he returns to office. He even floated the idea of a 10% across-the-board import tariff, reigniting fears of a global trade war like we saw back in 2018. Wall Street didn’t like that. 📉 How the market reacted: US stock futures (Dow, S&P 500, Nasdaq) moved sideways after a bullish start to the week Tech and multinational companies pulled back slightly — they’re the most exposed Dollar held firm on risk aversion, while gold paused after Monday’s strength 🧠 Why this matters: This isn’t just about politics. It’s about market psychology. Investors have been pricing in rate cuts, soft landings, and AI-driven rallies. Now, trade war fears create a new layer of uncertainty — especially for exporters, semiconductors, and global supply chains. Even if it’s just campaign talk for now, markets remember what happened the last time tariffs went into play. And no one wants déjà vu. 🎯 MGM View: We stay cautious on tech and exporters short-term Safe-haven interest may return to gold and dollar if the rhetoric heats up Market may stay in “wait-and-see” mode until CPI data and earnings start rolling in next week If tariff talk escalates, watch for rotation back into domestic small caps and value stocks 👉 This isn’t panic mode yet — but the risk radar is back on. #MacroGlobalMarkets #TariffTalk #Trump2025 #TradeWarFear