According to Omkar Godbole, the fiscal policies of China and Germany, referred to as 'fiscal bazookas', could significantly influence the cryptocurrency market through the foreign exchange (FX) channel. This suggests that large-scale fiscal spending by these countries may affect currency values, thereby impacting crypto markets as investors seek alternatives to fiat currencies.

According to The Kobeissi Letter, US one-year inflation expectations have increased from approximately 2.7% to about 4.3% since the beginning of trade war headlines. This rise in inflation expectations suggests potential impacts on trading strategies as inflation could influence interest rates and currency values. The mention of a possible average tariff rate of over 20% could also affect import costs and market pricing, making it crucial for traders to monitor these developments closely.