Major shift in U.S. trade policy: The U.S. has announced a 25% tariff on all goods from any country conducting business with Iran, taking effect immediately. This represents a significant escalation in economic pressure and signals a broader restructuring of global trade relationships.

For markets and traders, this development carries several implications. Such tariff regimes typically trigger capital reallocation across asset classes as investors reassess economic growth outlooks and inflation pressures. Traditional safe-haven demand may intensify, influencing both traditional and digital asset valuations. The policy's ripple effects across supply chains and international commerce could reshape sentiment around risk assets in the coming weeks.

Countries and businesses with Iran-related trade exposure face immediate strategic decisions, while global markets digest the potential economic consequences.