Tariffs Are Back — Here’s What Stocks Are Really Pricing In

This Week in Investing

Trump warns Canada: “China deal = 100% tariff on Canadian goods”

Trump warned that if Canada moves forward with a trade deal with China, the U.S. could impose a 100% tariff on Canadian goods entering the U.S. This adds to existing tariff pressure on certain sectors like steel, copper, autos and auto parts.

Why this matters for stocks (the real takeaway)

Markets don’t just react to tariffs because of politics — they react because tariffs can trigger:

1) Margin pressure on companies

If tariffs expand, companies may face:

  • higher input costs

  • supply chain disruptions

  • reduced pricing power

That usually hits manufacturing + industrial-heavy businesses first.

2) Inflation risk comes back

Tariffs can push costs higher, which keeps markets sensitive to:

  • “Will inflation re-accelerate?”

  • “Will rates stay higher for longer?”

That matters because higher rates = lower valuations, especially for growth stocks.

3) Risk sentiment shifts

Trade tension headlines often create a risk-off mood, where investors rotate into:

  • defensive sectors

  • cash-flow stable names

  • less global trade exposure

What investors should watch

The market’s “tell” isn’t the headline; it’s what happens next in:

  • earnings guidance (companies’ warning about costs)

  • gross margin trend (the first line that shows stress)

  • inventory levels (excess stock = discounting = margin hit)

  • sector rotation (money flowing from cyclicals → defensives)

Bottom line: Tariffs don’t just create volatility, they change how investors price risk.

In trade-tension markets, stocks don’t win by “growing faster”… they win by staying profitable under pressure.

No matter what the market throws at us, tariffs, volatility, uncertainty — the goal in our community stays the same:

Build skill, build structure, and make better decisions over time.

This week, Iris is breaking down the exact approach she uses…

Free Workshop Invitation

How Iris made ~$77,000 in 2025 with just 70 Trades

In 2025, Iris didn’t trade more.
She traded better.

Across the entire year, she took only 70 trades about 1–2 a week.

Some weeks, she didn’t trade at all.

Yet the results speak for themselves:
74% win rate
~US$77,000 net profit
Stable, comfortable monthly extra income

Her advantage came from clarity before execution, not hours on charts.

Once the plan was set, Iris stepped away and let the system work.

This is what trading looks like when you stop grinding
and start working with structure.

Most traders think success means:
• Watching charts all day
• Reacting to every move
• Trading more to earn more

Iris experienced the opposite.

In 2025, trading took less of her time giving her freedom to travel and live fully, without sacrificing results.

Yes, there were losing trades. Every month has them.
But with risk defined upfront, losses never took control.

The same process has worked across very different markets:

  • 2022 (−22% market): +US$108,176

  • 2023 (+23% market): +US$109,435

  • 2024: +US$112,717.83

  • 2025: +US$77,668.41 (40% fewer trades by design, with ~18% higher average profit per trade)

Different markets. Refined process.

Now, Iris is opening up her one-hour-a-day trading method in an upcoming masterclass showing exactly how she prepares, executes, and steps away without constant monitoring.

If you value clarity over adrenaline
and freedom over screen time, this may be worth exploring.

📅 Date & Time: 28th January (Wednesday), 8 PM – 9 PM (GMT +8)
📍 Location: Online via Zoom

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That’s a wrap for this week!

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