The tariff exemption policy is out! Trump adjusts to protect his own…
The scope of exempted products includes: high-tech products in the semiconductor and computer components category (see the picture), so next week's performance of high-tech stocks will be good. Additionally, components needed for cryptocurrency mining are also included in the exemption, providing a positive outlook for the crypto market.
From the issues with the U.S. Customs system yesterday to today's exemption of tariffs on high-tech products, this is all a delaying tactic by the wise king! What is he doing this for?
As mentioned in the last two articles, the reason this weekend will be better is: Trump has truly realized that his impact on the U.S. economy exceeds his own expectations. Now, he is only thinking about supporting the U.S. stock market and U.S. bonds,
while maintaining the economic order of the United States, continuing to create a recession.
The recent rebound expectations in the crypto market have also been performing very well, based on the data being released; PPI and CPI cannot simply be positively or negatively predicted, as they have dual sides.
Having analyzed CPI, let's discuss the issue of PPI being below expectations. This signals an economic recession, which could accelerate expectations for the Federal Reserve to cut interest rates. This is one conclusion, but from the opposite perspective: the emergence of an economic recession, is simply cutting interest rates not a case of too little, too late? In the medium term, the market lacks money, and liquidity is still poor.
Additionally, the funds escaping from U.S. stocks and bonds have not entered the crypto market, so the possibility of a reversal remains low. This current rebound belongs to the good news from Trump's tariff adjustments and the recovery of U.S. stocks.
Because Trump's current thinking is to support the U.S. stock and bond markets, occasionally bringing in a piece of good news for adjustments. It does not mean that the economic recession of U.S. stocks will not exist, or that tariffs do not need to continue being enforced. The market still maintains a logic of continuation of bearish sentiment…
