#TariffsPause

This news about the "Tariffs Pause" clearly shows how sensitive the markets are to major political and trade policy announcements. A 90-day pause on tariffs — even with China excluded — was enough to trigger a wave of optimism: $5.5 trillion added to the stock market and Bitcoin climbing back above $93,000.

My view:

This looks more like a relief rally rather than the start of a true recovery. Markets often react emotionally to positive headlines after periods of economic stress, but the underlying issues — like ongoing trade tensions with China and political uncertainty — remain unresolved. I would be cautious in seeing this surge as the beginning of a strong, sustainable bull market without more fundamental support.