US tariffs affect global coffee market

The tariffs imposed by the United States have affected not only the coffee sector but the American economy in general, resulting in a scenario of persistent inflation. According to data from the analysis of Hedgepoint Global Markets, the combination of this scenario with the weakening of the labor market led the Federal Reserve to make the first interest rate cut of the year in September, reducing the base rate to the range of 4% to 4.25% per year. The U.S. central bank also signaled the possibility of further cuts of 0.25 percentage points later in 2025. The perception of greater economic risk and the drop in interest rates contributed to the devaluation of the dollar in 2026. In Brazil, the movement was intensified by the widening of the interest rate differential between the two countries. In the coffee market, U.S. tariffs have altered trade flows, stock levels, and price volatility. The possibility of a meeting between the governments of Brazil and the United States generates ...