How Gold, Dollar and Bitcoin Will Start the Week After Tariffs

Trump's 30% Additional Tariff Alert

Trump's announcement of an additional 30 percent tariff on the European Union, Mexico and many trading partners as of August 1 leaves global markets facing renewed fragility.

In the past, during similar periods of uncertainty, hard selling in the markets and immediately subsequent recoveries have been observed. Therefore, investors are both panicking and ready to react quickly. In Trump's letter to Mexico, the signal that there will be no additional tariffs on goods covered by the USMCA creates a feeling of “no need for panic” in the market to some extent.

Impact of Tariff Uncertainty on Sectors

The cost pressures imposed by trade tensions on the supply chain are being watched carefully, especially in the externally-dependent sectors such as automotive, agriculture and technology.

As companies accelerate plans to scale back their orders or reposition production centers, logistics firms may face additional capacity demands. As a result, pricing mechanisms and competitiveness will be affected.

The Shining of the Dollar and Gold

The $97.86 level on the dollar index and $3,355 on the gold ounce price are supported by the risk-averse trend.

If global risk appetite wanes with tariff anxiety, the dollar and gold may come to the fore with the perception of safe havens. But volatility could increase for both the dollar and gold, as US inflation data to be released this week will determine the Fed's approach.

The Interaction of the Fed and Inflation

US inflation data (CPI/PPI) will be shaped by trade pressure. Inflation above expectations could prompt the Fed to take steps in an even tighter direction.

High inflation can cause the dollar to appreciate, which can depress gold prices. At the same time, this environment can push investors to reconsider their positions in futures and the bond market.

Bitcoin: Digital Uncertainty and Speculation

Bitcoin moves horizontally at $117,904, while the perception of digital gold appears to be strengthening. But regulation, tax policies, and institutional purchasing decisions will determine the course of Bitcoin.

While demand for Bitcoin increases during periods of tariff-driven macro uncertainty, news of regulation or sudden improvements in large trading volumes could sharpen volatility. It will be important to monitor the approach of institutional investors to this asset.

Critical Calendar of the Week

CPI/PPI data to be released in the USA, the Fed balance sheet calendar, trade statistics (trade balance, foreign trade volumes) will be on the investor radar.

This week's high inflation scenario could pave the way for interest rate hikes, as well as affect global liquidity flows. Trade-related developments have the potential to reshape the pricing dynamics of all asset classes.

🧠 Expert Review

In the short term, investors may gravitate toward safe-haven assets; in the medium term, inflation and the Fed's approach may create uncertainty; in the long term, the outcome of trade talks and the behavior of central banks may open the door to new opportunities in risky assets.

🛑 Disclaimer

This content is created by the Investment Desk and does not constitute investment advice. You should make your decisions based on your own research and expert advisors.

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