July 9 Tariff Shock: What Traders Need to Know and Where the FatTail Opportunities Are

What Happens on July 9? The 90-day global tariff pause declared by President Trump in April 2025 ends on July 9. If no new trade deals are finalized, the U.S. will impose baseline tariffs of 10% on imports from countries without agreements, with some nations facing up to 70% in duties starting August 1. While […]

Trump vs. the Terminal Rate

Introduction: The Old Game Returns Donald Trump is back with familiar thunder: “The Fed should cut rates sooner, rather than later.” It’s not a new headline—but in today’s environment, it hits differently. Inflation remains sticky. The labor market is tight. Yet here comes the political push to twist monetary policy into a campaign tool. What […]