As the second half of 2025 gets underway, Washington is back in the driver’s seat. The Senate has now passed Trump’s sweeping “Big, Beautiful Bill,” while trade tensions simmer ahead of a July 9 deadline that could echo the disruptive tariff waves that hit markets earlier this year in April. Markets are tuning in closely and so should investors. This month, we highlight two developments that could reshape business and policy in the months to come.
Key Topics for This Month
Tariff Watch: Is July 9th the Next Big Shock to Markets?
As Trump ramps up the tariff talk, a July 9 deadline looms large for tech and trade watchers. Canada is backing down from its digital services tax—seen as a peace offering to Washington—but markets remain on edge. SkyBridge’s Troy Bessent warns that we may be days away from a market jolt reminiscent of 2025’s so-called “Liberation Day,” when abrupt tariffs triggered a global ripple. With geopolitical and fiscal uncertainty mounting, investors may want to tighten their seatbelts just in case history rhymes.
Image Source: iStock
Senate Pushes Through Trump’s ‘Big, Beautiful Bill’: What It Means for Business
In a narrow vote, the Senate passed Trump’s expansive economic legislation, dubbed the “Big, Beautiful Bill,” sending it back to the House with momentum. The bill delivers on several core GOP priorities, including:
- Tax overhauls favoring traditional energy and reducing renewables incentives
- Healthcare changes easing drug price controls, benefiting large pharmaceutical firms
- Energy reforms fast-tracking fossil fuel development and permitting processes
While the path forward in the House remains uncertain, this Senate victory cements the bill’s central role in shaping the 2025 policy agenda and potentially the election narrative heading into fall.
Image Source: iStock
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