#TariffsPause

President Trump announced a 90-day pause on global tariffs, excluding China, where rates rose to 125%. Markets responded with euphoria: the U.S. stock market grew by $5.5 trillion and Bitcoin surpassed $83,000. But is this merely a relief rally or the beginning of a sustained recovery?

On one hand, the pause eases pressure on global supply chains, providing a breather for investors and companies. The exclusion of products like smartphones and electronics boosts optimism, especially in technology. However, the escalation with China, which retaliated with 125% tariffs, keeps uncertainty alive. Fears of a prolonged trade war and the dollar's drop to three-year lows suggest fragility.

Bitcoin, seen as a safe haven, reflects both speculation and distrust in the traditional financial system. My perspective: this seems like a relief rally driven by the temporary pause. Without concrete trade agreements, volatility will persist.