Markets enter the week in a cautious mood as U.S. policy uncertainty and trade tensions weigh on investor sentiment. Fresh rhetoric around potential 100% tariffs on Canada has revived trade-war concerns, adding pressure to risk assets across equities and crypto.

Historically, tariff threats tend to trigger risk-off behavior, pushing capital toward safe havens like gold and the U.S. dollar while increasing volatility in Bitcoin and equities. Even without immediate action, the political signaling alone is enough to unsettle markets.

U.S. policy and politics, especially the tariff threat on Canada, are amplifying risk perception

At the same time, attention is firmly on the Federal Reserve, with investors awaiting guidance on interest rates and liquidity conditions. A dovish tone could stabilize risk appetite and support crypto prices, while any hawkish signals may amplify downside pressure.

Recent price action reflects this uncertainty: gold is strengthening, equity futures are softer, and crypto markets are trading choppily with no clear short-term trend.

Bottom line:
This is a headline-driven week, where U.S. politics and central bank messaging are likely to dictate direction. Expect volatility first — clarity later.

Analysis based on public policy statements, market data, and third-party reporting.