Trump's tariff strategy showing control over chaos, granting extensions and maintaining pressure selectively

Two weeks ago, it was predicted that Trump’s tariff strategy would follow patterns from his Art of the Deal playbook. As the July 9 deadline approaches, Trump has granted extensions to major trading partners while maintaining pressure on smaller economies. The strategic framework of selective extensions for cooperative partners has been validated. Market response has been calm, suggesting that the USD has already priced in worst-case scenarios. Looking ahead, continued selective pressure and USD fundamental support are expected, with potential negative growth effects from comprehensive tariffs. This creates a bearish outlook for industrial commodities and mining stocks.

Read more at Investing.com: US Dollar Regains Footing as Trump Shifts From Tariff Chaos to Control