#TariffsPause

The Biden administration's surprise 90-day suspension of China tariffs sends ripple effects:

- **Tech Relief:** Semiconductor stocks (NVDA, AMD) jump 5%+

- **Inflation Watch:** Consumer goods prices may ease (tariffs added 1-3% CPI)

- **Crypto Reaction:** $BTC dips as "risk-on" flows return to equities

Behind the Pause:

• Pre-election economic maneuvering

• Strategic lithium/EV battery exemptions

• Attempt to stabilize fragile supply chains

Market Paradox:

1) Short-term rally in impacted sectors

2) Long-term uncertainty as "pause" ≠ cancellation

3) Mining stocks drop on cheaper Chinese equipment prospects

A calculated gamble that could redefine H2 2024 trade dynamics.