The Stock Market Tariff War

The LongVol Report - Newsletter & Podcast

This is episode 62 of The LongVol Newsletter & Podcast.

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In a Rose Garden speech at the White House, Trump signed an executive order implementing a minimum 10% tariff on all imports that will go into effect on April 5th, and additional individualized reciprocal tariffs on imports from 60 countries that in some cases will exceed 50%. The additional tariffs will become effective on April 9th.

Following the president's announcement, the White House released a list of the new tariffs on imports from 185 nations and territories. While the 20% tariffs on imports from the European Union and 10% on UK imports were not surprising given what had been previewed, other tariffs were considerably higher than expected, especially on imports from Asia. New rates include 54% on Chinese imports (the new 34% tariff on top of the existing 20% tariff), 46% on Vietnam and 32% on Taiwan, the largest global supplier of semiconductors.

Previously announced sector tariffs, such as the 25% levies currently in place for imported automobiles, steel and aluminum, will remain unchanged, and those products are not affected by the April 2nd announcement.

What’s next is what everyone is asking about.

We’re going to get into that in the article this week.

The Topics This Week

• BROAD MARKET: Quick views on what could be next and the playbook now that China has reciprocal tariffs.

• VFC: Quick update

• US Outflows & International: A look at what we already know….

• Structured Notes: A Quick Lesson - A quick lesson in how financial products like this can create problems.

• D.I.T.C. - Dive Into The Charts: $TSLA ( ▼ 5.48% ) weekly chart $INTC ( ▲ 2.05% ) LEAPs, $SWK ( ▼ 16.0% ) Weekly chart, $DIA ( ▼ 3.98% ) Levels.

• LONG TERM IDEA REVIEW: $PYPL ( ▼ 8.1% ) - A name that has been in the report - a quick update on the ticker.

• PREMIUM MEMBERS OPEN Q&A SESSION: Open Q&A for Members

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