Here is the playing book in the stock market for the deadline for tariffs on August 1

• President Donald Trump has committed this week to a final date on August 1 to obtain a customs tariff.

• The uncertainty offered by weeks of negotiations fluctuated in the markets.

• BI spoke with market experts to hear what the Saudis and the duties are before “T-Day”.

The investors eagerly waited on the deadline for the tariff on July 9, to be confronted with a new date from August 1, and while the negotiation window was removed, the next tariff is likely to come.

President Donald Trump has committed to the new history this week, noting that new extensions will not be granted. Its updates included a barrage of customs tariff messages for more than 20 countries, with 25 % threats of customs tariffs in Japan and South Korea, 50 % on Brazil, and 35 % in Canada.

Although investors hope that the Taco Trading will save them again, the Provess Business Insider told them that there are ways to reach the next deadline.

Here are what they are upward and lead to market barrels on August 1.

The customs tariff aims to benefit companies that are manufactured in the United States. Although it is not certain to what extent will the factory jobs will return, there are some current local industries with positive exposure to the trade war.

For example, Trump’s tariff should be directed by 50 % on all copper imports this week, for example, to some specific areas of the market.

Henry Yoshida, CEO of Rocket Dollar, told Business Insider that he sees the positive winds of American copper producers, specifically Freeport-McMORAN and Southern copper companyTwo companies It was recently called By Morgan Stanley, the potential winner.

“These companies, which specializes in copper, will benefit from increasing pricing strength because the definitions will make copper imports more expensive,” he said.

Regardless of copper, Yoshida added that he sees growth in front of technology companies that build semiconductor in the United States. This industry is scheduled to benefit from the recently passed bill. Which includes Valuable tax credit for chips.

“The chips who are mostly manufacturing the United States, such as Texas tools and IntelIt can see the ups of the ups that the customs tariff may turn the demand to local suppliers. “

Julia Khandosko, CEO of Mind Money, has released a similar perspective of financial planning. “In the short term,” she said, “semiconductor companies like Intel and Nafidia It can go forward, because the United States is likely to push more powerfully to produce local chips. “

Mark Malik, chief investment official at Cyber Financial, said that although many of the customs tariffs are not certain, some sectors are particularly exposed to the risks of trade war.