A, what's happening on the news front?🙄
Today's Bloomberg headlines added some spice to the economic agenda.
Trump announced a "significant" reduction in tariffs on Chinese goods, but it won't reach zero 🧂
The tone has softened, but the course is still tense.
Beijing is waiting for steps from the U.S. before sitting down at the negotiating table.
Meanwhile, fees for Chinese vessels in American ports are being discussed — but they have been postponed until October 2025 ⚓️
Markets are nervous, signals have been sent to Trump ✉️
The administration seems to be starting to feel pressure — from businesses, farmers, and global players.
The economic consequences have not yet fully manifested, but they could hit in months.
Trade and supply volumes remain high, but this is temporary.
In focus for the near future:
• trade data 📦
• sales 🛒
• growth and GDP 📊
• prices versus volumes — a sign of stagflation ⚠️
The season of geopolitical turbulence has opened — hold on to the handrails.
And remember: one awkward word, and the market does a backflip with a twist 🌀