What Will Trump's Tariffs Do to the Stock Market

What will Trump's tariffs do to the stock market? This question is top of mind for investors and businesses as new trade policies reshape global commerce. In this article, you'll discover how recent tariff decisions—like the U.S.-Thailand agreement—may influence stock prices, sector trends, and even blockchain adoption. Stay informed to make smarter decisions in a changing market landscape.

Recent Tariff Developments and Their Market Impact

As of October 26, 2025, the United States announced a significant trade agreement with Thailand, maintaining a 19% tariff on Thai goods while Thailand eliminated tariffs on 99% of U.S. exports (Source: Coincu, 2025-10-26). This move aligns with the trade objectives set by President Donald J. Trump and has immediate implications for both economies.

Following the announcement, the Stock Exchange of Thailand (SET) rose by 0.79%, reflecting optimism about enhanced U.S. market access for Thai companies. For the U.S. stock market, such tariff measures can create mixed reactions. Sectors reliant on imports may face cost pressures, while exporters could benefit from reduced barriers abroad.

Historically, tariffs have led to short-term volatility in equity markets as investors reassess supply chain risks and profit margins. Companies with global exposure, especially in manufacturing and technology, are often the most sensitive to these changes.

Key Sectors Affected by Tariffs

When analyzing what will Trump's tariffs do to the stock market, it's crucial to look at sector-level effects:

• Manufacturing and Industrials: Higher import costs can squeeze margins, potentially leading to lower stock valuations for firms dependent on foreign components.
• Technology: Companies with complex global supply chains may experience disruptions, impacting earnings and investor sentiment.
• Agriculture and Consumer Goods: U.S. exporters may gain from reduced foreign tariffs, as seen in the Thailand deal, which could boost sales and share prices in these sectors.

Market participants should monitor official statements and support mechanisms, as governments often introduce stabilization policies to offset negative impacts on exporters or vulnerable industries.

Blockchain Innovation and Supply Chain Transparency

One notable trend emerging from recent trade agreements is the push for greater transparency and compliance in supply chains. According to Coincu experts, the U.S.-Thailand deal may accelerate blockchain adoption for tracking goods and ensuring tariff compliance (Source: Coincu, 2025-10-26).

Blockchain technology can help companies document product origins, streamline customs processes, and reduce fraud. This innovation not only supports regulatory requirements but also enhances investor confidence in listed firms that adopt such solutions.

For example, Ethereum (ETH) has seen increased trading activity, with a 52.29% surge in daily volume and a 2.77% price rise in 24 hours as of October 26, 2025. These trends suggest growing interest in blockchain-based tools for supply chain management and compliance.

Common Misconceptions and Risk Considerations

Many believe that tariffs always harm the stock market, but the reality is more nuanced. While some sectors may face headwinds, others—especially exporters benefiting from reciprocal deals—can thrive. It's important to avoid blanket assumptions and instead analyze the specific terms and enforcement mechanisms of each agreement.

Investors should also be aware of risks such as retaliatory tariffs, shifts in consumer demand, and regulatory changes. Staying updated with official announcements and market data is essential for making informed decisions.

Further Exploration and Practical Tips

To navigate the evolving landscape shaped by Trump's tariffs, consider these practical steps:

• Track official trade announcements and sector-specific news for timely insights.
• Monitor stock indices and sector performance to identify emerging opportunities or risks.
• Explore blockchain solutions for supply chain transparency, especially if you operate in affected industries.
• Use Bitget for secure trading and Bitget Wallet for managing digital assets as blockchain adoption grows in global trade.

Stay ahead of market shifts by leveraging reliable data and innovative tools. For more insights on how global trade policies impact crypto and stock markets, explore additional resources on Bitget Wiki.