Group 1 - The term "Tariff" has become significant in the context of President Trump's trade war, particularly affecting the automotive industry [1] - Ford, despite being a well-known American brand, faces challenges due to the uncertain macroeconomic environment influenced by trade policies [1] Group 2 - The article emphasizes the importance of understanding macro drivers that impact various asset classes, including stocks and commodities [1]

Financial markets face a test Monday after President Donald Trump threatened the EU and Mexico with a 30% tariff rate https://t.co/XSGad2IhgF ...

Trade Policy - The U S will impose a 30% tariff on the European Union and Mexico [1] Timeline - The tariff will be effective from August 1 [1]

Trade Policy - US President Donald Trump announced a potential 30% tariff on goods from the European Union and Mexico, starting August 1 [1]

WATCH: Trump Will Impose 35% Tariff On Canada https://t.co/lpwz764fVy ...

Trump Says He Will Impose 35% Tariff On Canada—Baseline Tariffs On Others Will Rise To 15-20% https://t.co/tmQ9yoP5cz https://t.co/MjVj5ITQNs ...

WATCH: Trump Will Impose 35% Tariff On Canada https://t.co/jVysHtHwT1 ...

Government Finance - Tariff revenue quadrupled year-over-year, indicating a 300% increase [1] - Cost savings increased sharply in June [1] - The federal government's revenue exceeded its spending in June [1]

Market Resilience & Investor Sentiment - Despite new tariff announcements weighing down the market (Dow down 279 points, S&P down 0.33%, NASDAQ down 0.22%), stocks are holding up well, indicating market resilience [1] - Individual investors remain undeterred by tariff news, showing strong demand for stocks [2] Upcoming Economic & Earnings Season - The market anticipates new tariffs and potential penalties against sovereign states [3] - Focus shifts to earning season, starting with financials [3][4] - New tariffs from the White House are expected, along with potential actions regarding Russia, which could affect the oil market; expectation that oil prices will decrease [4] Financial Institutions & Performance - The performance of financial institutions is under scrutiny, particularly regarding loan losses and spending slowdown [5] - JP Morgan, led by CEO Jamie Dimon, is a key focus [5] - Wells Fargo, now free from asset cap problems, is also of significant interest [6] - Despite what Croup's CEO Jane Frasier says, analysts are expected to raise price targets and praise the bank [6]

U.S. stocks emerged from a battery of new tariff threats to end the week as it began: close to record highs https://t.co/TPZHS6BegK ...