🌍 Global situation: 'Calm before the storm'?

Do you think the global financial market is like 'calm before the storm' lately? The S&P 500 rose 2.05%, and the Nasdaq rose 2.47% after Mr. Trump announced a temporary suspension of new tariffs on the EU and China. But don’t celebrate too soon, as a series of underlying problems are waiting to explode.

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🇺🇸 USA: 'Stagnation' and public debt at the roof

Mr. Trump has just signed a new tax bill, increasing US public debt by an additional 3.3 trillion USD. Elon Musk also had to speak out criticizing, stating that this policy weakens the effectiveness of the government and increases the budget deficit. Moody's has downgraded the US credit rating, causing 30-year Treasury bond yields to exceed 5%. Inflation remains high, interest rates show no signs of decline, and economic growth is slowing down. A 'Stagnation' combo is forming.

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🌐 World: Trade tensions and political instability

• Europe: Mr. Trump threatens to impose a 50% tariff on EU goods, causing investors to worry about a new trade war.

• Asia: The Japanese yen and South Korean won have strengthened due to expectations of trade negotiations. However, demand for Japanese government bonds has sharply declined, indicating unstable investor sentiment.

• Middle East: Saudi Arabia is ramping up investments in AI and technology, seeking partners from the US. Meanwhile, tensions between the US and Iran remain unresolved.

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🇻🇳 Vietnam: 'Caught between two pincers'

Vietnam is in a difficult position being squeezed between the US and China. The US imposing high tariffs on imported goods could affect Vietnam's exports. At the same time, the shift of multinational companies' investments to India also causes Vietnam to lose its competitive advantage.

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📈 Stock market: 'Pulling the pillar' or real increase?

The VN-Index has increased close to the 1300 mark, but many stocks have not yet recovered to their old prices. The 'pulling the pillar' to keep the index looking good could be a trick from the dealers. You should be cautious to avoid being 'eaten' in the head.

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🤔 Conclusion: 'Calm before the storm'?

Overall, the global financial market shows signs of short-term recovery, but core issues remain unresolved. You should be cautious and not FOMO into the market. Remember, 'calm before the storm' is the most dangerous time.

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Note: This is a personal viewpoint, not investment advice. You should conduct your own research and make decisions suitable for your financial situation.