In a world where headlines move markets in real time, the resurgence of trade wars is more than just a political talking point — it’s becoming one of the defining macroeconomic forces of 2025. Over the past week, global markets have responded to a new wave of U.S. tariffs announced by the Trump administration, rekindling tensions with major trading partners like China and the European Union.
If you’re trying to make sense of the data, you’re not alone. Investors, analysts, and policy makers are asking the same question: What do these escalating trade wars really mean for the global economy?
In this week’s Market Sentiment Tracker, we break down the latest economic signals from the U.S., Europe, and China — the three epicenters of this unfolding trade story. We examine bullish and bearish indicators, assess the real impact of tariffs, and explore what this might mean for growth, inflation, and asset prices going forward.
Let’s dive into the data — and look past the noise.
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