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![PiQSuite Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1160506639046328321.png) PiQ [@PiQSuite](/creator/twitter/PiQSuite) on x 123.5K followers
Created: 2025-07-14 19:45:24 UTC

A note from Bank of America on the game of tariffs - 

“What to expect when you are expecting

Our overall structural view remains unchanged. 

The Trump administration seeks to negotiate comprehensive country-specific deals involving trade, immigration, defense and energy. 

We also stick to the view that the strategy l of escalate to de-escalate remains in place and the limit is given by damage imposed to US companies. 

We expect the noise to continue in 2H25 and settle towards the end of the year as the focus shifts gradually towards the midterm elections. 

If the announced tariffs are implemented, we expect the US to face effective tariffs close to 14%, with further upside risks if a 15-20% blanket tariff is implemented.”


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944845704532279330/c:line.svg)

**Related Topics**
[coins energy](/topic/coins-energy)
[stocks defense](/topic/stocks-defense)
[donald trump](/topic/donald-trump)
[tariffs](/topic/tariffs)
[united states](/topic/united-states)
[bank of](/topic/bank-of)
[bank of america](/topic/bank-of-america)
[stocks financial services](/topic/stocks-financial-services)

[Post Link](https://x.com/PiQSuite/status/1944845704532279330)

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

PiQSuite Avatar PiQ @PiQSuite on x 123.5K followers Created: 2025-07-14 19:45:24 UTC

A note from Bank of America on the game of tariffs -

“What to expect when you are expecting

Our overall structural view remains unchanged.

The Trump administration seeks to negotiate comprehensive country-specific deals involving trade, immigration, defense and energy.

We also stick to the view that the strategy l of escalate to de-escalate remains in place and the limit is given by damage imposed to US companies.

We expect the noise to continue in 2H25 and settle towards the end of the year as the focus shifts gradually towards the midterm elections.

If the announced tariffs are implemented, we expect the US to face effective tariffs close to 14%, with further upside risks if a 15-20% blanket tariff is implemented.”

XXXXX engagements

Engagements Line Chart

Related Topics coins energy stocks defense donald trump tariffs united states bank of bank of america stocks financial services

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