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Summary:Letters are being sent to various countries announcing that tariffs will commence on August 1, 2025, a date that is definitive and without possibility of extension.
Sentiment:Directive
Key Claims:
  • Tariffs will begin to be paid on August 1, 2025.
  • Letters communicating this policy are being sent to various countries.
  • The August 1, 2025 date for tariff payments is fixed and will not change.
  • No extensions for these tariff payments will be granted.
Potential Market Impact (S&P 500):6/10
Potential Geopolitical Risk:2/10
Potential Global Cross-Asset Impact:7/10
Key Entities: