#TariffsPause

First, a 90-day tariff pause (except for China) would definitely ease immediate global trade tensions. Investors generally hate uncertainty, and removing a big source of it—even temporarily—would trigger a big risk-on move: stocks up, volatility down, crypto up.

Second, however, raising China tariffs to 125% is extremely aggressive. That’s not a neutral action—it's almost a full-blown trade war escalation with China, which could have serious global economic consequences later.

As for the surge:

+$5.5 trillion to U.S. stocks is a huge one-day or short-term move (for reference, the entire S&P 500 market cap is usually around $40 trillion).

Bitcoin back above $83,000 suggests massive risk appetite and probably some flight-to-safety behavior too (since Bitcoin is sometimes seen as "outside the system").

My take:

Short-term: This looks like a relief rally — a technical and emotional bounce after a stressful period. Huge rallies often happen after major uncertainty gets cleared, even temporarily.

Medium to long-term: I’d be cautious. Trade war with China at 125% tariffs could cripple supply chains, hurt corporate profits, raise inflation, and eventually force markets to reprice down. Also, 90 days isn't that long; if new tariffs or other disputes pop up afterward, all this optimism could evaporate quickly.

Summary outlook:

Next few weeks: Rally likely continues as FOMO kicks in.

Next few months: Watch closely — if China retaliates hard, or if data (like earnings, jobs) shows economic slowdown, markets could roll over again.

Bitcoin: Could stay strong if people worry about fiat instability or systemic risk from the U.S.-China clash.