1. Will trade agreements be made?
Only a few days before the 9 July, the last day of Trump’s respite for trade agreements, is curiously waiting for the US to reach an agreement with trade partners.
On April 2, when Trump called the “Liberation Day”, the markets were upset with the introduction of new customs duties to the trade partners of the US. On April 9, Trump stopped most of the highest US customs duties for 90 days.
Different scenarios may come up in the coming days. Some investors estimate that the time can be extended for the continuation of negotiations. However, Trump explained that he did not intend to extend this time, said he could increase the customs duties to Japan to 30 percent or 35 percent by increasing the 24 percent above 24 percent.
2. Higher tax on Japan
When you fail in trade talks with the Trump government, you may be the target of harsh words such as “spoiled” or “stubborn”.
This is the case of Japan with its export -based economy before the heavy customs duties entered into force on July 9th.
At the end of April, Trump mentioned a “potential” agreement with Japan. However, despite many interviews, no result was still obtained. Trump said in a statement last week that he could apply a much higher customs duty to the goods imported from Japan, “30 percent, 35 percent or whatever”.
The United States and Japan are experiencing disputes about customs duties that can be applied by automobiles and rice. Japan is determined to “sacrifice” the vital agricultural sector for itself. The automotive sector is almost 30 percent of Japan’s exports to the United States, and Japan may think that there is no choice but to strive for a better agreement, as it is the biggest source of employment.
3. Waters do not stop in England
British government bond holders are not strangers to crises. After the British government gave up a reform of the social assistance system that was not welcome to the social assistance system, the processors had ordered a large sales order to remind you of what happened in 2022 after the expulsion of £ 5 billion in the size of 5 billion pounds and the finance Minister Rachel Reeves shed in parliament.
Under the influence of the uncertainty in the market, the return of the UK’s 10 -year indicator state bonds rose by 21 basis points and the pound depreciated. However, despite the rumors that Reeves would leave the post, the losses in the market were limited to the market when Ingitere Prime Minister Keir Starmer gave open support to Reeves.
Reeves may have to submit to pressure on increasing taxes at the end of the year. Consumers in the UK are already under pressure. Next week, housing prices, automobile sales data and economic growth data can offer more clues about the latest situation.
4. Wall Street in Atak
2025 was expected to be the year of European markets. Increases in Europe with the inconsistency of the US authorities and Germany’s decision to decide for financial changes that have not been seen for decades were expected to increase.
Although these expectations still last for the Euro, the Wall Street on the stock market side quickly closes the break.
Following Europe’s largest companies, the Stoxx 600 .Stoxx index rose 6.9 percent from the beginning of the year to date. The US’s S&P 500 index is only one percent of the .Spx Stoxx. Therefore, a 10 percent point difference in March narrowed.
Technology companies in the US stock exchanges are leading and Europe is not yet at the level to compete with the US in this sector. The market value of Nvidia, the shining star of the main stock market indices in the USA, reached $ 3.92 trillion as of yesterday.
With the decisions of customs duties to be received next week, Wall Street can leave the European stock exchanges behind this year for the first time.
5.stabil crypto coins
With the passing of the historical tax reduction bill, which Trump described as the “Great Beautiful Draft” from the House of Representatives, the Republicans will begin to work to enact the Senate, known as Genius Act, to regulate the stable crypto currency indexed to the dollar.
Stable crypto currencies, which are a crypto currency type that has gained widespread in recent years, have anchor value for dollars or other currencies and are preferred for money transfers.
In the event that GENIUS ACT is enacted, stable crypto currencies may rise from approximately 250 billion dollars to $ 500 billion to 2 trillion dollars in the next few years.
Especially in developing countries, the concern is that stable crypto currencies can accelerate “dollarization”.
