Tariff storm strikes! Two signals determine market life and death

The market has plummeted, and the tariff war is the main cause! The United States has imposed restrictions on AI chip exports to Taiwan, leading to a collapse of European chip stocks; it also threatens to impose a 17% tariff on European agricultural products, with trade tensions escalating. The exit of large investors has triggered a panic sell-off, but short-term emotional disturbances are unlikely to persist.

Next, focus on two key points: first, whether the tariff wars between the US and Europe, and the US and Asia will escalate, as this will directly impact the global trade order; second, the shift in monetary policy by the Federal Reserve and other central banks, where liquidity tightening or easing determines the lifeblood of the market. Don’t be misled by short-term fluctuations; grasping these two key factors is essential to understanding market trends.