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![whispertickers Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1937935302200373248.png) WhisperTick [@whispertickers](/creator/twitter/whispertickers) on x XXX followers
Created: 2025-07-27 18:02:05 UTC

A XX% tariff headline, but mutual investment tells the real story. EU avoids a XX% US tariff cliff by pledging up to $600bn into American infrastructure and tech, plus $150bn for energy and $200bn for defence procurement. 

$LNG names like Cheniere Energy are already feeling the tailwind, up XX% YoY on European demand. $LMT and $BA see an order pipeline that could double US arms exports to Europe.

S&P XXX climbed XXX% this week, with investors breathing easier for now. But EU has EUR 93bn of retaliatory tariffs prepped if this détente falters. Average US household faces up to $XXXXX extra per year if costs bleed through.

Everyone’s calling it a win-win, yet both sides are quietly hedging. Full compliance and price discipline are far from guaranteed.



Not all offsets are equal. Watch the follow-through.

![](https://pbs.twimg.com/media/Gw4f4hgWUAA7QSt.png)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1949530747670343990/c:line.svg)

**Related Topics**
[lmt](/topic/lmt)
[lng](/topic/lng)
[javascript](/topic/javascript)
[defence](/topic/defence)
[$200bn](/topic/$200bn)
[coins energy](/topic/coins-energy)
[$150bn](/topic/$150bn)
[$600bn](/topic/$600bn)

[Post Link](https://x.com/whispertickers/status/1949530747670343990)