The deadline is postponed, and the copper tariffs hit like a "sudden thunder in the middle of the night". Trump has made the market repeatedly jump between "numbness" and "uncertainty".

1. Everything is a bargaining chip. 2. IG's Chief Market Analyst Chris Beauchamp said that Trump's tariffs seem to have lost their power to impact the market. 3. Senior Market Analyst Priyanka Sachdeva from Phillip Nova stated that as the market becomes more numb to the unpredictable policies of the Trump administration, the risks brought by industry tariffs may be overlooked. 4. Analyst Samer Hayyan from XS.com: The extension of the deadline for imposing tariffs by the United States has made traders believe that the possibility of sudden tariff imposition is decreasing, and strengthened the view that Trump is truly committed to reaching a trade agreement. 5. Senior Financial Market Analyst Kyle Rodda from Capital.com: Trump delaying the imposition of new tariffs on some major trading partners until August 1 is both a stalling tactic and supports the view that increasing tariff rates is a negotiating strategy. 6. Goldman Sachs stated that, like previous tariffs, this higher initial tariff rate may be used as a bargaining chip, followed by concessions or exemptions. We maintain our forecast of $9700 for LME copper on December 25, but now it looks like the risk of copper prices rising above $10,000 in the third quarter has diminished. Uncertainty remains the root of fear 1. The delay in imposing tariffs has not brought any comfort to companies trying to keep up with Trump's tariff footsteps. Executives say that the rapidly changing tariff situation has paralyzed decision-making, and they are trying to adjust their supply chains and cost structures to avoid raising prices due to tariffs. 2. Ray Attrill, head of foreign exchange strategy at National Australia Bank, said: Given that uncertainty still exists, the market is unwilling to take a definitive stance on the development of the situation. 3. Strategist Chetan Seth from Nomura Securities: We believe that due to more trade-related headlines, the market leading up to August 1 may become noisy and may bring volatility to the market.