#美国加征关税 China and the United States have been fighting for 48 hours in London, temporarily pressing the trigger of the trade war, but the fuse will burn until August 10! If the talks fail, it will explode!

Temporary pain relief:

The United States: loosened the hand that is holding the neck of rare earths.

China: Let Shenzhen resume some rare earth exports.

Tariffs plunge!   The US punitive tariffs on China go from 145% to 30%, and China’s tariffs on the United States go from 125% to 10%

BUT! A bomb on the head:

August 10 is the life and death line!   Can’t reach an agreement? All the reduced tariffs will rise back with a "boom", and it may be even more severe! It is purely a postponed explosion!

Ceasefire on the surface, stab in the back:

The United States has not stopped its tricks: the ban on chips and aircraft equipment has not been withdrawn! It also boasts that the 34% "standard" tariff is supported by the court. Delaying tactics! The big stick will fall at any time!

China is not scared: exports to the United States plummeted by 34.5% in May, but the rare earth trump card forced the United States to come back for talks, which is tough enough!

The world is scared:

The World Bank cut its global growth forecast for next year to a dismal 2.3% overnight!

European Central Bank President Lagarde shouted urgently: If the global economy is hit again, it will be sent to the ICU!

The EU, Japan, Mexico and other countries begged the United States to stop! The market is really panicking!

Experts said: "Syrian ceasefire"-as fragile as paper! The deep-seated contradictions have not been resolved, and it all depends on the leaders' faces, which can be overturned at any time! This "peace" is too fake!

Market schizophrenia:

Rare earth stocks soared, and related companies in Shenzhen made a lot of money.

The US dollar fell strangely, and the market was guilty.

US companies shouted "probation is good" while secretly hoarding goods to prevent the explosion in August!