Tag: Trump Administration
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The CLARITY Act Fails and Bitcoin Breaks $84,000 Anyway: Crypto’s Cleanest Experiment
The Senate blocked the CLARITY Act 49-50 and crypto tanked, then bitcoin broke $84,000 within four sessions, an eight-month high. Inside the two-phase reaction, the coalition that killed the bill, and what actually drives the 2026 crypto bid.
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The US-Canada Trade War Goes Kinetic: Smoot-Hawley’s Ghost and a C$27.6 Billion Answer
Canada’s counter-tariffs on C$27.6 billion of US goods took effect as Washington moved from 50 per cent duties to outright import bans, the first use of Smoot-Hawley’s Section 338 in 96 years. Inside the escalation calendar and what it means for the Fed, the loonie and trade-exposed equities.
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US Forced Labour Tariffs: A 10 to 12.5 Per Cent Duty on 99 Per Cent of Imports
New US forced labour tariffs of 10 to 12.5 per cent hit 60 trading partners on 24 July 2026, covering 99 per cent of imports. Why markets shrugged, why the calm rests on testable assumptions, and what it means for the FOMC.
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The 8-4 Split: Powell’s Last Stand and the Stagflation Question
Khan Capitals | May 2026 Key Takeaways Part of: The Fed’s Regime Change – Khan Capital’s hub on the Fed’s 2026 regime change. A Vote That Has Not Happened in Three Decades The 29 April FOMC decision was, on its face, a non-event: the federal funds rate was held in the 3.5-3.75 per cent range…
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Supreme Court Strikes Down Trump’s IEEPA Tariffs in Landmark 6-3 Ruling
Khan Capital | February 2026 Key Takeaways Part of: Tariffs & the Trade War – Khan Capital’s hub on tariffs and the trade war. On 20 February 2026, the United States Supreme Court delivered what may prove to be the most consequential economic ruling of the decade. In a 6-3 decision, the Court held that…
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The 90-Day Tariff Pause: Markets Whipsaw on Policy Reversal
A single social media post triggers the third-largest rally in S&P 500 history as Trump pauses the tariffs that had pushed markets to the brink of a bear market. Why the bond market forced the reversal, and what remains unresolved.
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Liberation Day Tariffs: Markets Plunge on Sweeping IEEPA Tariffs
Khan Capital | April 2025 Key Takeaways Part of: Tariffs & the Trade War – Khan Capital’s hub on tariffs and the trade war. Track all markets on TradingView On the afternoon of 2 April 2025, President Donald Trump stepped into the White House Rose Garden and signed Executive Order 14257, invoking the International Emergency…
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Trump’s Tariff Blitz: 25% on Mexico and Canada, 10% on China
25% tariffs on Mexico and Canada, 10% on China: Trump targets 40% of US imports in the most aggressive trade action since the 1930s. How the tariff blitz reshapes the investment landscape from supply chains to inflation expectations.
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Trump 2.0 Begins: Tariffs, Immigration, and Market Policy Shifts
Trump’s second term begins with the most pro-business and most disruptive economic policy agenda in modern history. How the contradictions between tax cuts, deregulation, tariffs, and immigration restriction will reshape the investment landscape.
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Trump Returns: The Market’s Reaction to a Second Term
The Dow surges 1,507 points to record highs as markets price in tax cuts, deregulation, and crypto-friendly policy. But the bond market tells a different story, and the macro starting point is nothing like 2017.