#USChinaTensions

The trade war escalates and the market feels the impact

Tensions between the United States and China reached new heights in April 2025. The Trump administration raised tariffs on Chinese products to 145%, while Beijing retaliated with tariffs of up to 125% on American goods. Additionally, China imposed export restrictions on rare earths, essential for the U.S. technology and defense industry.

The impact is already visible: companies like Boeing are facing aircraft returns, and tech giants like Nvidia and AMD are forecasting significant losses due to the new export restrictions. Analysts warn of the risk of recession, with global supply chains being reconfigured and investor confidence shaken.

For investors, it is a moment of caution. Volatility is increasing, and assets considered safe havens, like gold and Bitcoin, may gain prominence. The need for diversification and protection strategies has never been more evident.

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