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![wallstengine Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1508426880860704771.png) Wall St Engine [@wallstengine](/creator/twitter/wallstengine) on x 71.9K followers
Created: 2025-07-14 21:51:47 UTC

UBS: TRUMP LIKELY TO "TACO" ON TARIFFS, GOLD A HEDGE FOR POLICY RISK

UBS sees Trump’s XX% EU tariff threat as a tactic, not a done deal—expecting a trade agreement or deadline extension before Aug X. Base case: U.S. effective tariff rate settles near 15%, letting the S&P XXX continue rising.

No major fallout expected with Mexico, but UBS still recommends using market volatility to build equity exposure and buying gold as a hedge against lingering policy risk.


XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944877512263090346/c:line.svg)

**Related Topics**
[volatility](/topic/volatility)
[mexico](/topic/mexico)
[fallout](/topic/fallout)
[rating agency](/topic/rating-agency)
[tariffs](/topic/tariffs)
[donald trump](/topic/donald-trump)
[$spy](/topic/$spy)

[Post Link](https://x.com/wallstengine/status/1944877512263090346)