Did you eat? Enjoy? Find the Afikoman? ⚡️
We have fascinating information for you just before the trading week opens! 🗓
Let's begin! 🤫
Last week was a dramatic week – it opened with dramatic declines and ended up being the S&P 500's best week since November 2023!
Investors are preparing for another week of historic volatility, and we hope you are too... 🎢
This week has barely begun, and we've already received a reminder of the times we live in -
Ready? 👨🦽
▶️ Drama on Sunday: The new tariff saga –
And this time? ❓
Chips, smartphones, and one story that shakes the markets 🕯
It all started on Saturday like a modern fairy tale 🎵
– An elusive rumor that spread like wildfire among investors, analysts, and journalists:
"The White House is about to exempt smartphones, computers, and chip equipment from tariffs on imports from China."📣
And what does this announcement mean in market language?
Goods worth $100 billion a year – about 23% of Chinese imports to the US – suddenly get a free pass from tariffs! 💥
Add to that the fact that the US imports $60 billion worth of smartphones from China annually, and you get a regulatory earthquake. ☄️
The market celebrates – companies profit instantly, giant corporations receive a critical oxygen boost for their supply chains:
📱 Apple: Saves billions in tariffs on iPhones and MacBooks.
💻 Nvidia: The supply chain for AI and mobile chips – stabilizes.
💻 AMD: Price competition against Intel? Now it's truly worthwhile.
💻 Companies like Intel, TSMC: Chip manufacturing equipment, suddenly much less expensive.
®️ Also Dell, HP, Lenovo: Maintain profitability in an incredibly competitive market.
📱 Samsung, Qualcomm: More concessions that reduce production costs.
This looks like a victory, right?
But then... the twist arrived 🛡
US Secretary of Commerce, Lotnick, breaks the celebration: ⚠️
"The exemption? Only temporary – and in fact – don't get used to it at all." 🚫
He continues to clarify:
These are new dedicated tariffs that will be published soon.🚩
Meaning – the products are not truly exempt; they will simply move to a different tariff system.🚨
Investors who were in euphoria? Now they are in complete confusion. 🦞
And China? It doesn't remain silent 🇨🇳
Beijing's Ministry of Commerce pours oil on the fire and declares:💬
"The US is making a small correction to its mistaken and unilateral tariff policy." 🤸
Or in other words –
"We are not impressed. You are trying to spin this as if you are for de-escalation, but it's not really happening." ❌
And then... Trump appears like a lightning storm on a sunny day ⚡️
👎👎👎👎👎👎
"There were no exemptions and there will be no exemptions."
It's all fake news!" 🔈
Trump not only cancels the celebration – he accuses the media of deceiving the public and presenting a false scenario. 🏄♂️
According to him, it was always about adjustments, not exemptions. 🌧
And here's the explanation: Chips and electronics were initially excluded from the expanded tax and subject to a reduced tariff of 20% (Plantil tariff)✔️
And that remains unchanged 🔖
What does change?
The category... 🆕
From the category of ''reciprocal tariffs'' to the category of ''national security tariffs'' 🍞
That's it...
And this is no longer a coincidence – because this is the fourth consecutive Sunday that Trump emerges with a tariff announcement just before Asian markets open. 🤫
Is Trump building a new strategy?
The question marks turn into a well-founded suspicion:
Trump does not want to see Chinese markets open the week in the green. 🔽
So what does he do?
He announces something vague, creating confusion just as Asian markets prepare to open.
And the result? ☠️
Investors are holding their breath; the market lives in a fog, and no regular forecast is valid anymore. ⛹️♂️
The only clear conclusion? This is no longer a market of valuations. This is a market of pure politics.❌
Decisions have become a cudgel between China and the US, between the White House and Trump, between the regulator and the market – and we, as investors, need to understand:
Within the chaos – there are many opportunities – but also immense risk. ⚠️
It is important to continue following the news, and especially Trump's outbursts – the market situation is becoming increasingly dependent on him ▶️
- Follow quality content creators for high-level situation assessments and market analyses; the market is confusing enough, don't let amateurs confuse you further 🔝
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