Trump Pauses Tariffs (Except China): Markets Go Parabolic! Is This the Real Recovery or Just a Relief Rally?
Markets just witnessed a historic surge.
After President Trump announced a 90-day pause on all tariffs—except for China, where duties were hiked to 125%—global markets erupted in green.
• U.S. stock market added $5.5 trillion in value overnight
• Bitcoin broke back above $83,000, reclaiming its dominant uptrend
• Risk-on sentiment flooded back into equities, commodities, and crypto
But here’s the million-dollar question:
Is this a temporary relief rally, or the start of something bigger?
What Just Happened?
Trump’s move was aimed at “giving American businesses breathing room,” with a strong focus on protecting domestic manufacturing from Chinese dumping.
China tariffs raised to 125% = more geopolitical tension
Global tariffs paused for 90 days = breathing room for trade partners
The market clearly interpreted this as a sign that monetary and trade policy could be decoupling—at least for now. That means less economic tightening, more short-term optimism.
Bitcoin’s Rebound
BTC exploded above $83K, fueled by:
• Weaker dollar expectations
• Renewed institutional inflows
• Narrative of “digital gold” in uncertain global trade climates
If macro tailwinds continue, we could be looking at $100K BTC sooner than many expect.
My Outlook
Short-term:
This looks like a classic relief rally. Investors had priced in prolonged trade friction. Removing that—temporarily—unleashes pent-up capital.
Medium-term:
Watch the Fed, Treasury yields, and tariff negotiations with China. If this 90-day pause turns into real de-escalation (even with China in a penalty box), the rally could morph into a true trend reversal.
Crypto-wise?
The move back above $83K confirms bullish momentum. If BTC holds above $80K this week and dominance increases, altcoin season could be pushed further out as capital concentrates into majors.
Final Word
Enjoy the rally, but don’t get reckless.
We’re in a macro-driven environment, and the rules can change with a tweet. Smart money will stay tactical, not euphoric.
Stack wisely, stay hedged, and watch the charts.
The bull might be waking up—but it’s still early in the fight.