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July tariff revenues break monthly record, with $150B collected so far in 2025

1. Tariff revenues reached $150 billion in 2025, record high. 2. July customs duties hit $28 billion, highest monthly total this year. 3. Economists warn higher tariffs could lead to increased consumer prices. 4. Trump's administration predicts over $300 billion from tariffs. 5. Recent trade deals were struck with the EU and Japan.

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FAQ

Why Bearish?

Higher tariffs could reduce consumer spending, affecting corporate earnings and S&P performance. Historical instances, such as the trade tensions of 2018-2019, led to increased market volatility.

How important is it?

Tariff increases directly influence corporate profitability and consumer behavior, impacting S&P 500 dynamics significantly.

Why Short Term?

Quick market reactions to tariff announcements have historically affected stock prices. Trade negotiations and tariff updates create immediate uncertainty for investors.

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