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Summary:The US government, through a letter from the White House dated July 7, 2025, informs Kazakhstan's President that due to persistent, non-reciprocal trade deficits attributed to Kazakhstan's trade barriers, a 25% tariff will be imposed on all Kazakh products entering the United States starting August 1, 2025. The letter states that this deficit poses a major threat to the US economy and national security, while offering an exemption from tariffs if products are manufactured within the United States. It also warns of increased tariffs if Kazakhstan raises its own tariffs.
Sentiment:Directive
Key Claims:
- The United States has a significant and persistent trade deficit with Kazakhstan, attributed to Kazakhstan's tariffs and non-tariff barriers.
- The trade relationship between the US and Kazakhstan has been non-reciprocal.
- Starting August 1, 2025, the US will implement a 25% tariff on all Kazakh products imported into the United States.
- Goods transshipped to evade higher tariffs will be subject to an equivalent higher tariff.
- The 25% tariff is stated to be insufficient to fully eliminate the existing trade deficit disparity.
- Tariffs will not be applied to products if Kazakhstan or Kazakh companies choose to build or manufacture products within the United States.
- If Kazakhstan raises its tariffs, the US will add that amount to the existing 25% tariff.
- The current unsustainable trade deficits are deemed a major threat to the US economy and national security.
Potential Market Impact (S&P 500):6/10
Potential Geopolitical Risk:3/10
Potential Global Cross-Asset Impact:7/10
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
Summary:The United States communicates to Malaysia its intent to impose a 25% tariff on all Malaysian products imported into the U.S. starting August 1, 2025. This action is stated as necessary to address a significant and persistent trade deficit attributed to Malaysia's tariff and non-tariff policies, which the U.S. views as a major threat to its economy and national security. The U.S. also indicates that Malaysian companies can avoid these tariffs by manufacturing products within the United States, and warns that any new tariffs imposed by Malaysia will be added to the U.S.'s tariffs.
Sentiment:Directive
Key Claims:
- The United States has a significant and persistent Trade Deficit with Malaysia.
- Malaysia's Tariff and Non Tariff Policies and Trade Barriers are identified as the cause of this deficit.
- The trade deficit is a "major threat" to the U.S. economy and national security.
- Starting August 1, 2025, the U.S. will implement a 25% tariff on all Malaysian products imported into the United States.
- Goods transshipped to evade higher tariffs will be subject to the higher tariff.
- The 25% tariff is less than what is needed to eliminate the trade deficit.
- There will be no U.S. tariff if Malaysian companies manufacture products within the United States.
- Any new tariffs imposed by Malaysia will be added onto the 25% U.S. tariff.
Potential Market Impact (S&P 500):8/10
Potential Geopolitical Risk:3/10
Potential Global Cross-Asset Impact:8/10
Summary:A letter from the White House to the President of Korea announces new trade policies, effective August 1, 2025, to address a U.S. trade deficit. The policy includes a 25% tariff on all Korean products entering the United States, with a provision for higher tariffs on goods transshipped to evade the tariff. It also states that Korean companies manufacturing products within the U.S. will not face these tariffs, and warns of additional U.S. tariffs if Korea raises its own tariffs in response. The letter asserts that the trade deficit poses a threat to U.S. economy and national security.
Sentiment:Protectionist
Key Claims:
- The United States has a significant and persistent trade deficit with Korea due to Korea's tariffs and non-tariff policies and trade barriers.
- Starting August 1, 2025, the U.S. will impose a 25% tariff on all Korean products imported into the United States, separate from other sectoral tariffs.
- Goods transshipped to evade the 25% tariff will be subject to a higher tariff.
- Korean companies that build or manufacture products within the United States will not be subject to these tariffs.
- If Korea raises its tariffs, the U.S. will add that increase to its existing 25% tariff.
- The trade deficit is identified as a major threat to the U.S. economy and national security.
Potential Market Impact (S&P 500):8/10
Potential Geopolitical Risk:3/10
Potential Global Cross-Asset Impact:8/10
Summary:The White House has informed Japan's Prime Minister that due to an unsustainable and persistent trade deficit caused by Japan's trade policies, the United States will impose a 25% tariff on all Japanese products entering the U.S. starting August 1, 2025. The letter states that this tariff can be avoided if Japanese companies establish manufacturing within the United States, and warns that any retaliatory tariffs from Japan will be matched by an additional increase to the U.S. tariff.
Sentiment:Directive
Key Claims:
- The United States has a significant and persistent trade deficit with Japan.
- Japan's tariffs, non-tariff policies, and trade barriers are causing this unsustainable trade deficit.
- The trade deficit is a major threat to the U.S. Economy and National Security.
- Effective August 1, 2025, the U.S. will charge a 25% tariff on all Japanese products.
- Goods transshipped to evade tariffs will be subject to a higher tariff.
- The 25% tariff is less than what is needed to eliminate the trade deficit disparity.
- There will be no tariff if Japan or Japanese companies build or manufacture products within the United States.
- The U.S. will facilitate approvals for manufacturing in a matter of weeks.
- If Japan raises its own tariffs, that increase will be added to the U.S.'s 25% tariff.
Potential Market Impact (S&P 500):9/10
Potential Geopolitical Risk:3/10
Potential Global Cross-Asset Impact:9/10
Summary:The post expresses strong disapproval of Brazil's treatment of former President Jair Bolsonaro, describing it as a politically motivated attack and a 'Witch Hunt' by political opponents, drawing parallels to the author's own experiences.
Sentiment:Advocating
Key Claims:
- Brazil is doing a terrible thing in its treatment of former President Jair Bolsonaro.
- Brazilian authorities have continuously pursued Bolsonaro.
- Jair Bolsonaro is innocent and only fought for THE PEOPLE.
- Jair Bolsonaro was a strong leader who loved his country and was a tough negotiator on TRADE.
- Bolsonaro's past election was very close, and he is currently leading in the Polls.
- The actions against Bolsonaro constitute an attack on a Political Opponent.
- The author has experienced similar attacks, 'times 10', and attributes their country's current status as 'HOTTEST' in the World to these events.
- The Great People of Brazil will not tolerate the treatment of their former President.
- The author will closely monitor the 'Witch Hunt' targeting Jair Bolsonaro, his family, and thousands of his supporters.
- The only legitimate trial for Bolsonaro is an election by the Voters of Brazil.
- Bolsonaro should be left alone.
Potential Market Impact (S&P 500):0/10
Potential Geopolitical Risk:1/10
Potential Global Cross-Asset Impact:1/10
Summary:An additional 10% tariff will be levied on any country that aligns itself with the anti-American policies of the BRICS bloc, a policy which will have no exceptions.
Sentiment:Directive
Key Claims:
- Countries aligning with BRICS due to their anti-American policies will be charged an additional 10% tariff.
- This tariff policy will have no exceptions.
Potential Market Impact (S&P 500):8/10
Potential Geopolitical Risk:7/10
Potential Global Cross-Asset Impact:9/10
Summary:The post announces that the United States will commence delivering tariff letters and/or trade deals to various countries globally, with the process scheduled to begin on Monday, July 7th, at 12:00 P.M. Eastern.
Sentiment:Policy-focused
Key Claims:
- New UNITED STATES TARIFF Letters and/or Deals will be delivered.
- The deliveries will commence on Monday, July 7th, at 12:00 P.M. Eastern.
- These actions concern various countries globally.
Potential Market Impact (S&P 500):7/10
Potential Geopolitical Risk:4/10
Potential Global Cross-Asset Impact:8/10
Summary:A blessing is extended to people who have faced hardship and to the state of Texas.
Sentiment:Supportive
Key Claims:
- People have gone through much.
- A blessing is invoked for these people.
- A blessing is invoked for the state of Texas.
Potential Market Impact (S&P 500):0/10
Potential Geopolitical Risk:0/10
Potential Global Cross-Asset Impact:0/10
Summary:The post describes Elon Musk's recent decline, his interest in forming a third political party, and the author's critical view of such parties, contrasting them with the Republican party's legislative achievements, including the elimination of an Electric Vehicle mandate. It also reveals past interactions with Musk regarding his endorsement and a request for a NASA appointment.
Sentiment:Vindicative
Key Claims:
- Elon Musk is experiencing a significant decline, described as 'going completely off the rails' and becoming a 'TRAIN WRECK' over the past five weeks.
- Elon Musk intends to start a Third Political Party.
- Third Political Parties have never succeeded in the United States because 'The System seems not designed for them'.
- Third Political Parties cause 'Complete and Total DISRUPTION & CHAOS'.
- The United States already has enough disruption and chaos from the 'Radical Left Democrats, who have lost their confidence and their minds!'.
- Republicans are a 'smooth running “machine”' and recently passed the 'biggest Bill of its kind in the History of our Country'.
- The Republican-passed Bill eliminates the 'ridiculous Electric Vehicle (EV) Mandate'.
- The EV Mandate would have 'forced everyone to buy an Electric Car in a short period of time'.
- The author has been strongly opposed to the EV Mandate 'from the very beginning'.
- People are now permitted to purchase whatever type of vehicle they desire, including Gasoline Powered, Hybrids, or New Technologies.
- The author campaigned on terminating the EV Mandate for two years.
- Elon Musk provided his 'total and unquestioned Endorsement' to the author.
- The author questioned Elon Musk during his endorsement about his awareness of the plan to terminate the EV Mandate, as it was in every speech and conversation.
- Elon Musk responded that he had 'no problems' with the termination of the EV Mandate.
- Elon Musk requested that one of his close friends run NASA.
- Elon Musk's friend was a 'blue blooded Democrat' who had 'never contributed to a Republican before'.
- It was considered inappropriate for a close friend of Elon Musk, who is involved in the Space Business, to run NASA given NASA's significant role in Elon Musk's corporate life.
- The author's 'Number One charge is to protect the American Public!'.
Potential Market Impact (S&P 500):3/10
Potential Geopolitical Risk:0/10
Potential Global Cross-Asset Impact:2/10