On July 9, 2025, the temporary US tariff moratorium expires, raising expectations for possible implications for both traditional and crypto markets.
Understanding the July 09 Deadline
The July 09 deadline marks the end of a 90-day suspension on tariffs introduced by the US. These tariffs target countries with trade imbalances, and if no agreement is reached, new levies could be imposed by early August.
Markets: Calm Before the Storm?
Traditional markets have remained relatively stable leading up to the July 09 deadline, despite potential turmoil. However, the US Dollar Index has decreased by 6% since April, while Gold has attracted more investments, indicating preparations for potential geopolitical fallout.
Scenario Analysis: Three Possible Outcomes
If the US resumes tariffs without new agreements, global economic problems could arise. An extension of the deadline may lead to increased risk appetite. Conversely, a comprehensive resolution could foster positive sentiment in markets and boost Bitcoin prices.
The July 09 deadline represents a significant moment for the global economy and the evolving crypto ecosystem. Its implications will likely shape the trajectory of both traditional and cryptocurrency markets.