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Filtering by entity: His Majesty Sultan Ibrahim ibni Almarhum Sultan Iskandar Yang di-Pertuan Agong XVII of Malaysia | Clear Filter
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Summary:The United States government informs the Sultan of Malaysia of an impending 25% tariff on all Malaysian products imported into the U.S., effective August 1, 2025. This action is taken to correct persistent, unsustainable trade deficits caused by Malaysia's tariffs and trade barriers, which the U.S. considers a major threat to its economy and national security. The U.S. indicates that the 25% tariff is a starting point and warns against retaliatory tariff increases by Malaysia.
Sentiment:Vindicative
Key Claims:
  • The United States has a significant and persistent trade deficit with Malaysia.
  • This deficit is attributed to Malaysia's Tariff, Non Tariff, Policies, and Trade Barriers.
  • Starting August 1, 2025, the U.S. will impose a 25% tariff on all Malaysian products imported into the United States.
  • Goods transshipped to evade higher tariffs will be subject to those higher tariffs.
  • The 25% tariff is not sufficient to eliminate the existing trade deficit disparity.
  • There will be no tariff if Malaysia or companies within Malaysia build or manufacture products within the United States, with the U.S. promising quick approval processes.
  • Any decision by Malaysia to raise its tariffs will result in that increase being added to the 25% U.S. tariff.
  • The unsustainable trade deficits are a major threat to the U.S. Economy and National Security.
Potential Market Impact (S&P 500):7/10
Potential Geopolitical Risk:5/10
Potential Global Cross-Asset Impact:7/10