🚨 U.S.–KOREA TRADE SHOCK 🇺🇸🇰🇷
Markets just got blindsided.
President Trump has scrapped the much-touted $350B U.S.–South Korea trade deal, admitting it may never have truly existed. What looked like stability was smoke — and now the real move is hitting.
The U.S. is pushing aggressive 25% tariffs on key South Korean exports: autos, lumber, pharmaceuticals, and more. For an export-driven economy like South Korea, this isn’t a headline — it’s a direct hit.
Costs rise. Supply chains strain. Margins compress.
And markets are already feeling it.
This signals something bigger ⤵️
Trade tensions aren’t cooling — they’re coming back online.
If this escalates, it won’t stop at Korea. Similar pressure could spread across Asia-linked supply chains, revive inflation risks, and push investors back into defensive positioning.
⚠️ Folded plot (the part most will miss):
Trade wars don’t start with chaos — they start with policy reversals. When deals vanish and tariffs return, capital doesn’t wait. It relocates. First from equities, then from risk, and finally into hedges.
Watch how markets react next.
That reaction will matter more than the headline.
