🚨 Tariff Shockwave: What It Means for Gold & Silver 🚨

Well, that didn’t take long.

Just this morning, Donald Trump dropped the hammer on trade, imposing massive tariffs on Mexico, Canada, and China. The numbers?

✅ 25% tariffs on Mexico and Canada
✅ Chinese tariffs raised 10%, now at 20%

The stock market did not like it—major indexes are in the red. But gold and silver? They're rising.

And for good reason: importing metals into the U.S. just got a lot more expensive.

🇲🇽 🇨🇦 🇨🇳 These Countries Control Precious Metals

• Mexico = #1 silver producer (6,300 tonnes in 2023)

• China = #2 silver producer and #1 gold producer

• Canada = #4 gold producer

• The U.S.? We mined only 1,100 tonnes of silver last year, but imported 4,700 tonnes.

• Mexico alone supplies 44% of our silver imports, Canada 18%. The next best option? Poland, at a measly 5%.

  

  Mexico Is By Far The World’s Largest Silver Producer, Followed By China

  

  China Produces The Most Gold Globally. Canada Sits At #4

  

  USGS Data: The US Imports Large Amounts Of Silver From Mexico & Canada

💰 Your Gold & Silver Just Got Pricier

With tariffs now in place, importing metals is suddenly much more expensive:

📈 Gold at $2,915 per ounce → After tariffs: $3,643 per ounce (Canada)
📈 Silver at $31.71 per ounce → After tariffs: $39.63 per ounce (Mexico)

If you already own physical metals inside the U.S., congratulations—your stack just became a lot more valuable.

🚜 More Tariffs Are Coming

Trump also just announced new agricultural tariffs coming April 2nd. That means food prices are about to climb even higher—which will push inflation up further.

Inflation expectations have already hit their highest level since 1995—and this is just the beginning.

🌎 The Trade War is Just Getting Started

It didn’t take long for China, Mexico, and Canada to fire back. Reports are already coming in that they plan to impose their own tariffs on billions of dollars worth of U.S. goods.

This escalation means:

• Higher costs for American businesses and consumers as retaliatory tariffs make U.S. exports more expensive abroad.

• More economic damage and recession risk—trade wars tend to slow global growth and can trigger major market downturns.

• More pressure on the Fed to cut rates and stimulus to soften the blow—which, as we’ve seen before, is bullish for gold and silver.

If this turns into a full-blown trade war, expect even more volatility in markets—but for precious metals to keep shining as a safe haven.

💥 The Big Picture: What Happens Next?

There is a risk tariffs could trigger a major recession, forcing a sell-off in assets.
BUT—gold and silver historically recover first.

Why? Because when things crash, the government turns on the money printer.

Trump has already floated the idea of $5,000 stimulus checks, and he wants lower rates. If things break, expect massive stimulus, easy money, and skyrocketing metals.

🔥 Final Take: The Metals Play

• Short-term: Metals inside the U.S. just became more valuable.

• Long-term: If tariffs crash the economy, the government will print trillions, and gold and silver will go parabolic.

While the economic fallout of tariffs and escalating trade wars is still unfolding, one thing is certain—gold and silver remain the ultimate safe havens. As uncertainty grows and the global economy teeters, hard assets will only become more essential. What are you stacking to prepare? Hit me up at x.com/stacksmarter to let me know.

Disclaimer: This newsletter is for informational purposes only and should not be considered financial or investment advice. Always do your own research and consult with a professional before making any financial decisions.