According to KookCapitalLLC, the implementation of a new tariff routine could influence cryptocurrency market dynamics by affecting cross-border transactions and potentially increasing costs for international crypto exchanges. This could lead to shifts in trading volumes and market liquidity, particularly in regions heavily reliant on international trade (KookCapitalLLC, April 3, 2025).

According to The Kobeissi Letter, US services and manufacturing companies expect their costs to increase by 5.7% and 7.3% respectively in 2025, as reported by the NY Fed. This marks the largest anticipated jump for manufacturing firms in at least 3 years.