qinbafrank
qinbafrank|Apr 11, 2025 07:29
The market surged after the 90 day suspension of equivalent tariffs the night before, but as we discussed before, these are only short-term emotional relief, and the market still needs to see the impact in the medium term: 1) After all, the impact of the 10% base tax rate on future inflation and the economy remains to be observed; 2) Whether to suspend or cancel equivalent tariffs depends on whether the subsequent game can reach a final easing agreement with some countries; 3) US dollar assets are still facing the issue of capital withdrawal due to persistent signs of a trade war// ((x.com))/qinbafrank/status/1910499073863671873? s=46&t=k6rimWsEbo2D2tXolYcM-A So after the climax the night before, the market cooled slightly yesterday, and even if the CPI weakened in March last night, it could not boost market sentiment. Trump suspends tariff for 90 days https:// ((x.com))/qinbafrank/status/1910108522358226994? S=46&t=k6rimWSEbo2D2TXolYcM-A has felt pressure from the market, team, party, and financial backers. Therefore, it is reasonable to announce trade agreements with several countries in the next two days, otherwise the water that is half boiled will easily cool down.
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