#美国加征关税 Trump, I'm really drunk. Previously, the injections were due to tax increases, and then a day later they announced a delay in tariffs on Mexico, and then the currency value came back. Last night, the non-farm payroll was originally a positive signal, but then it was knocked down by this kind of negative news. However, it is important to understand that this news is similar to the earlier interest rate hike by the Bank of Japan; the first announcement was a major negative, but once the expectations are digested, it will become something within expectations and will be relatively mild. However, we cannot rule out the possibility that the market will take the opportunity to test again.