Trump Makes Three Concessions, Market Soars

Waking up, both the US stock market and cryptocurrency markets surged, triggered by Trump's "three consecutive concessions" along with a super surprise.

1. Trade War Eases: US Treasury Secretary Mnuchin stated that the trade war with China is unsustainable, and the situation may be easing.

2. Significant Tariff Reductions: Trump openly stated that "145% tariffs are too high," suggesting a substantial reduction in tariffs on China, even stating that "the US and China will cooperate very well."

3. Fed 'Retains Powell': Despite complaints that the Fed is slow to cut rates, Trump clearly stated he "has no intention of firing Powell," providing reassurance to the market.

4. Russia-Ukraine Peace Plan: More explosively, Trump announced he will unveil a Russia-Ukraine peace plan within three days, directly throwing out a "peace plan" rather than a "ceasefire agreement," demonstrating a remarkable shift in attitude.

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Why did the market go wild?

Previously analyzed signals like US bond movements, Eastern countermeasures, and Powell's "hard stance" indicated that these "subtle hints" had long foretold a shift in direction.

• Trump's tariff card is likely just "bluffing," and now the trend is being realized;

• Risk assets have finally welcomed a reversal, after all, "uncertainty" is what the market fears most. Once the shoe drops, it may instead eliminate excessive bearishness.

What’s the outlook?

The current issue in the US stock and cryptocurrency markets is not a lack of opportunities, but a lack of "certain assets"—after all, Trump's policies are unpredictable, and the market can only "watch and see."

But from another perspective, the greater the uncertainty, the more panic in the market, and opportunities often grow larger. Once this chaotic situation calms down, a bull market may already be on the way.

• Policy shifts faster than expected, risk assets breathe again;

• Short-term volatility is inevitable, but "certainty" is the key to the long term;

• A bull market may be hiding behind the panic, waiting for the right moment.

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