There is a new normality in progress. The United States tariffs on imports are beginning to weigh less among companies, because for these, there is no other except to move forward in the midst of that geopolitical and macroeconomic context.
Since April 2, 2025, when US President Donald Trump continued in the “tariff war” against practically everyone, but with special zeal about China, Many corporations began to feel an accurate impact.
In different areas and various markets, Everything concerning the tariff theme was fully felt among companies. There are many cases, such as the GAP retailer, which said that this tariff regime would be an important blow to its profitability. Others, like Best Buy, They subtracted relevance to this scenario, since they have a flexible supply.
In general, there are companies that win and others that lose in the midst of this tariff context. However, as the weeks have passed, This has already become normal. That is, companies have managed to navigate among the turbulent waters of the tariff war and survive in the attempt, even reaching good ports.
Let’s take as an example the cases of Brunswick and Polaris Industries, dedicated to the manufacture of marine and work recreation products. These have had to face not only tariffs, but interest rates in the United States (which have not changed since December 2024), as well as the recession in their respective markets.
Both companies accumulate at least three years in recession, and during the time of the pandemic, the prices of their products increased. In addition, the two depend, to some extent, on financing and interest rates. Coupled with both companies feeling the impact of US tariffs.
Now, this circumstance will not last a lifetime. These entities began working based on the tariffs that the United States imposed on China that they reached 145%, last April.
At this time, when the rate reduced to 30% product of the preliminary agreement reached between both powers in recent days, the perspectives of these companies in the short and medium term change, and for good. Any product of knowing how to adapt to conditions.
In the following image you can see the tariff mitigation plan carried out by Polaris Industries, precisely to overcome that macroeconomic context:
As Samuel Rines, strategist and analyst at the investment firm Wisdom Tree, this cycle of tariffs and difficulties It will end normalizing He predicts that, at some point, the recession will end, interest rates will be less harmful and tariffs will be a minor problem.
The example of Polaris Industries means that, from the corporate sector, due proceedings are being made To be coupled to market circumstances. Rines suggests that, as the tariff and commercial situation evolves and interest rates are normalized, everything will continue.
Financial markets will act the same
That maturity of the companies, if it can be called that way, when adapting to the tariff context, at any time, the financial markets, including Bitcoin (BTC) and cryptocurrencies, will be extrapolated at any time.
Certainly, both the actions and other assets of variable income, as well as BTC and the cryptoactives, They have been susceptible to tariff ads. As cryptootics has reported it, they have climbed when a flexibility is felt on the subject. And they have fallen when the tariff nut is squeezed.
However, in the specific case of Bitcoin, this digital currency It has its own foundations that allow it to stand out even in this economic context. For example, that it is an asset of strategic reserve and protection against inflation of Fíat currencies.
It also stands out for acting as an instrument to evade geopolitical and macroeconomic pressures, due to its decentralized character that prevent him from being controlled by governments and entities.
Bitcoin also stands out for being a tool for investment diversification, generating better yields than other assets, Especially when the traditional financial market is under intense pressure.
Proof of this is the performance that BTC has had so far this year, compared to the main US stock market rates, as seen in this graph:
And beyond, BTC is easily usable for daily payments, although over the years that goal has been distorted, Well, your reservoir mood has gained notabilitymaking it comparable with gold.
However, the ability to adapt the companies to the tariff context, together with the resilience of assets such as Bitcoin, It reflects an economic panorama in constant evolution.
Companies, like investors, are learning to operate in an environment where geopolitical uncertainty and commercial policies are part of everyday life. On the other hand, in the financial field, the normalization of these conditions is also promoting a change in the perception of investors.
Discharge of responsibility: The views and opinions expressed in this article belong to its author and do not necessarily reflect those of cryptootics. The author’s opinion is informatively and under no circumstances constitutes an investment recommendation or financial advice.
