More Tariff Turmoil: What August 1 Could Bring

July 2025
More Tariff Turmoil: What August 1 Could Bring

Just days before the July 9 expiration of the 90-day pause on the Liberation Day tariffs, the Trump Administration pushed the reset button: tariffs will now resume on August 1.

 

What followed was a flurry of announcements reminding us of the good old tariff threatening days of earlier this year:

  • 14 nations received letters declaring their (in some cases new) tariff rates come August 1
  • Brazil now faces a 50% tariff, reportedly tied to its accusations involving former President Bolsonaro
  • Countries aligning with BRICS policies – including those discussing an alternative to the U.S. dollar – will automatically pay an additional 10% tariff without exception.   (The recent BRICS meeting in Brazil ended with a cautious, low-profile joint statement – an apparent attempt to sidestep direct conflict with Trump. It didn’t work.)
  • The EU and Mexico are now facing a 30% tariff following new notices
  • Russia is facing significant tariffs due to their refusal to agree to a ceasefire with Ukraine. Nations continuing to buy Russian oil have been warned they could be next.

Just when you thought it was safe to go back into international trade waters…

Peter Zimm

By: Peter Zimm

Principal/Strategy & Market

Analysis Lead