#美国加征关税 Don't be fooled by the rebound! It's just a brief calm before the storm!
Yesterday, the market was just played by the false news of 'tariff extension for 90 days', and it turned out to be a false alarm, but surprisingly, US stocks and the crypto market still rose—this shows that retail investors fundamentally do not believe Trump will really impose tariffs as harshly as planned on April 2! The White House is now secretly negotiating with over 70 countries, and the tariffs announced on April 9 are very likely to be gentler than originally planned; even a slight easing would be considered 'good news'.
This morning, US stock futures collectively rebounded, with the Nasdaq rising 1.6%, and the fear index VIX dropping to 43%, but don't celebrate too early! Right now, it’s at most a breather in a bear market; the real shocks will come with the May CPI/PCE inflation data and July GDP! Currently, the yields on 20-year and 30-year US Treasuries have pulled back from a high of 4.6%, but there isn’t much time left to buy the dip—this rebound is just a dead cat bounce, a complete reversal? Dream on! April's trading difficulty is at its peak, just hang on and don’t get reckless!