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Major Update: Ford has just halted all shipments of its F-150s, Mustangs, and Broncos to China.

Why? The U.S.–China trade war is heating up—fast.

1/ The U.S. has rolled out a fresh wave of tariffs—dubbed the “Liberation Day” tariffs—aimed at countering what it calls unfair Chinese trade practices. Some of these duties hit as high as 245%.

2/ China hit back hard, slapping retaliatory tariffs on American imports, reaching up to 150% in some cases. U.S. companies are now caught in the middle.

3/ Ford, which exports key models to China, decided to pause shipments to avoid deeper losses amid the volatility.

4/ That’s not all—if the standoff continues, Ford may raise prices by July. An internal memo warns of “significant cost increases” if tensions persist.

5/ A Ford spokesperson said: “Customers have plenty of inventory through June 2… but the tariff situation is dynamic, and we’re watching closely.”

Translation: they’re bracing for impact.

6/ Meanwhile, JPMorgan CEO Jamie Dimon is urging both sides to step back. He warned the fallout could cause “irreparable damage” to the economy and America’s standing globally.

7/ What comes next—more tariffs or a diplomatic breakthrough—is still unclear. But make no mistake: this goes beyond politics. It’s a direct threat to pricing, supply chains, and what ends up in your driveway.

Stay tuned.

#Ford #USChinaTradeWar #Economy #Geopolitics #TradeWar #China #AutoIndustry