According to The Kobeissi Letter, Walmart stock ($WMT) has fallen over 8% following their earnings report, which highlighted potential weaknesses due to upcoming tariffs in Mexico and Canada. This decline indicates significant market sensitivity to geopolitical trade factors, which traders should monitor closely for potential impact on retail equities.

According to The Kobeissi Letter, Walmart's stock, $WMT, fell over 8% following the release of its earnings report, which indicated potential weaknesses attributed to upcoming tariffs from Mexico and Canada.

According to Michaël van de Poppe, the Producer Price Index (PPI) has increased, yet market reactions remain subdued, shifting focus to tariffs, quantitative easing (QE), and geopolitical tensions between Trump and China as key determinants of market sentiment. The decrease in yields signals potential shifts in trading strategies, especially concerning Bitcoin's response in the risk-on or risk-off environment.

According to KookCapitalLLC, impending tariffs could impact cryptocurrency markets by affecting cross-border transactions and international trade dynamics. Traders should consider potential shifts in market liquidity and volatility resulting from these economic policies.

According to André Dragosch, PhD, the expectation of inflation moving up due to tariffs might create a bullish macro backdrop for trading. Traders should consider the potential impact of inflationary pressures on asset prices, especially within the cryptocurrency market, as these dynamics could influence trading strategies and market sentiment. Source: [André Dragosch, PhD](https://twitter.com/Andre_Dragosch/status/1889350038452609265)

According to Pentoshi, cryptocurrency prices are currently showing stability at high timeframe supports, not reacting to ETF filings, tariffs, or negative news. This resilience could signal potential relief for traders looking for stability in the market.

According to The Kobeissi Letter, President Trump is set to announce new reciprocal tariffs on Tuesday or Wednesday, which are expected to take effect almost immediately. Additionally, a 25% tariff on aluminum and steel will be announced on Monday. These announcements are poised to impact commodity markets significantly, particularly for traders involved in metals and industries dependent on these materials.

According to The Kobeissi Letter, a record 44% of S&P 500 companies have mentioned tariffs during their Q4 2024 earnings calls. This figure surpasses the previous peak observed during the 2018 US-China trade tensions, highlighting significant market concern regarding trade policies. The increase in discussions suggests heightened awareness and potential impact on corporate profitability, influencing trading strategies focused on companies sensitive to trade policy changes.

According to The Kobeissi Letter, a record 44% of S&P 500 companies have discussed tariffs during their Q4 2024 earnings calls. This level of concern surpasses the previous high during the 2018 US-China trade war, indicating rising uncertainty in trade policies that could influence market volatility and trading strategies.

According to @MilkRoadDaily, a podcast discussed how tariffs and exponential AI innovation might lead to a bullish scenario for Bitcoin by 2025. The analysis considers the potential impact of these economic factors on cryptocurrency trading and suggests that Bitcoin could benefit from these trends. The source indicates that traders should consider the influence of global trade policies and technological advancements when making investment decisions.

According to The Kobeissi Letter, the S&P 500 experienced a significant -70 point reversal following President Trump's announcement of plans to issue reciprocal tariffs. This development has immediate implications for trading strategies, as the market reacts to potential changes in trade policy.

According to @KobeissiLetter, Ethereum experienced a notable decline starting at 1:30 PM ET on a Friday when President Trump refuted claims about delayed tariffs. By 11:00 PM ET on Sunday, Ethereum had plummeted 37% from its previous high, a significant drop for traders to consider.

According to The Kobeissi Letter, China has begun antitrust investigations into Nvidia and Google shortly after imposing 10%-15% tariffs on certain U.S. imports. This move may represent a strategic effort to gain leverage in ongoing trade negotiations. Traders should monitor the potential impact on Nvidia's and Google's stock prices, as regulatory actions and tariffs could introduce volatility and influence market sentiment.

According to AltcoinGordon, the recent extreme Fear, Uncertainty, and Doubt (FUD) surrounding tariffs and Deepseek has led to the biggest liquidation day in cryptocurrency history. This implies a potential stabilization in the market, as the source suggests that the worst may be behind us, opening opportunities for traders to anticipate more stable conditions ahead. AltcoinGordon points out that these events could signal a more favorable trading environment moving forward.

According to Cas Abbé, $DOGE has experienced a bullish MACD cross, suggesting a potential rise above $0.34 in the coming days due to its oversold condition during the recent market crash. However, some uncertainty remains concerning tariffs, which could result in a temporary dip before the anticipated upward movement.