分析师舒琴
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Can Trump go even crazier? This tariff really scared the market! China is going to impose a 54% tariff?!
In the early hours before and at the moment of Trump's tariff announcement, Bitcoin and the US stock market were prepared for the worst, with Bitcoin soaring close to 90,000. But... but...
When people took a closer look at the specific tariff rates Trump imposed, the market was stunned. China had already raised tariffs by 20% last month, and the market expected that China had completed the increase in advance. As a result, this morning, they added another 34%, and now China's tariff has become 54%.
What's even more outrageous is Trump's so-called 'reciprocal tariffs,' which shocked everyone. Normally, if Country A has a tariff of 10%, Trump would also impose a 10% tariff, but his calculation method isn't like that; it’s based on the total trade deficit divided by two, directly adding it all up. This led to nearly 50% tariffs on Vietnam.
Interestingly, however, the Chinese, Japanese, and South Korean stock markets only fluctuated slightly, dropping by 1-2%, which is quite surprising, as many people thought the sky was falling.
So looking at it this way, although Trump's tariffs have dealt a heavy blow to the market, the bears seem a bit exhausted. After all, the bears have been shorting this negative news for two months, and most of the decline has already been priced in. This is a stroke of luck in misfortune, but the cost is that a massive rebound is gone, and now we can only wait for the market to slowly recover. I hope Trump can speak well tonight; otherwise, I will...
In the early hours before and at the moment of Trump's tariff announcement, Bitcoin and the US stock market were prepared for the worst, with Bitcoin soaring close to 90,000. But... but...
When people took a closer look at the specific tariff rates Trump imposed, the market was stunned. China had already raised tariffs by 20% last month, and the market expected that China had completed the increase in advance. As a result, this morning, they added another 34%, and now China's tariff has become 54%.
What's even more outrageous is Trump's so-called 'reciprocal tariffs,' which shocked everyone. Normally, if Country A has a tariff of 10%, Trump would also impose a 10% tariff, but his calculation method isn't like that; it’s based on the total trade deficit divided by two, directly adding it all up. This led to nearly 50% tariffs on Vietnam.
Interestingly, however, the Chinese, Japanese, and South Korean stock markets only fluctuated slightly, dropping by 1-2%, which is quite surprising, as many people thought the sky was falling.
So looking at it this way, although Trump's tariffs have dealt a heavy blow to the market, the bears seem a bit exhausted. After all, the bears have been shorting this negative news for two months, and most of the decline has already been priced in. This is a stroke of luck in misfortune, but the cost is that a massive rebound is gone, and now we can only wait for the market to slowly recover. I hope Trump can speak well tonight; otherwise, I will...
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