On September 26, COINOTAG reported that US President Trump announced new trade measures effective October 1, 2025: a 25% tariff on heavy-duty trucks, 50% tariffs on kitchen cabinets and bathroom vanities, 30% tariffs on upholstered furniture, and a 100% tariff on patented pharmaceutical products unless production is relocated to the United States. These provisions represent a significant shift in US tariffs and industrial policy.
From a macroeconomic perspective, such protectionist measures can alter input costs and supply-chain dynamics, increasing the likelihood of sector-specific price pressures and encouraging onshore manufacturing investment. Market participants should price in potential changes to import flows, cost structures, and regulatory compliance burdens arising from the updated trade policy.
Historically, major trade announcements influence FX and risk-asset volatility; therefore, the broader crypto market could reflect changing liquidity and risk sentiment as investors assess policy implications. Traders and portfolio managers should monitor macro indicators, currency moves, and liquidity conditions for informed allocation decisions.