US-Chinese deal is reviving markets and “Trump has set”

Last weekend, both the US and China agreed to mutually reduce tariffs on each other within 90 days from 125% to 10%. This is much more than expected as Trump said on Friday 80% tariff on China “It seems right!” The United States still retains 20%associated with fentanyl, in China, so the total duty on Beijing is up to 30%.

Although high, 30% – far from 145%. Investors were delighted and sent the shares that flew. Technology names such as Nvidia and Broadcomas well as consumers’ stocks, including Nike and Starbuckscohesive. The madness market has led to the mind “Trump to put”, a concept that the market offers measures from the president who support it.

In view of this, like Dario Perkins, the head of the global macro -strategy at TS Lombard – noted“(like) ridiculous that an optimistic case for Trump 2.0 is basically that it will cancel most of what has done so far.”

Perhaps Trump may be just a president who returns things where they used to be.

China and USA stop most tariffs
The United States and China agreed on Monday with the original trading transaction that suspends the majority of 90 days tariffs. “Mutual” tariffs between both countries will declined from 125% to 10% But the US is ′ 20% of Chinese import duties related to fentanyl There will remain, that is, total tariffs in China make up 30%. Finance Minister Scott Baby said on Monday CNBC that the deal is progress in the country “junction“China for” strategic need “.

According to Beijing, winning for China
Following the announcement of the US-China Trade Trade Deal, US President Donald Trump said Beijing “agreed to open“But offered some other details. However, there were Chinese officials, influence and state media on Monday Rejecting a trading agreement with us as a victory And confirmation of the negotiation strategy in Beijing “that Chinese firms and decisive positions were very effective,” AA said social media An account related to China’s National TV and Radio Company.

Investors have encouraged the trading deal
News about trading transactions of two superpowers On Monday Stocks with Turbbady. A S&P 500 Lost 3.26%, Dow Jones Industrial Medium rose by 2.81% and Nasdaq Composite increased by 4.35%. Pan -European Stoxx 600 Index rose on 1.21%. Giant Giant stock Mayers jumped 10%. US Treasury and Prices for oil He jumped when the likelihood of the recession decreased.

Technology shares are highly rallied
Members of the so -called magnificent group 7 Added a set of market value 837.5 billion On Monday, the largest collective step for the group on April 9. Outside this bag of stocks and their technological peers, consumer discrete shares were also rallied. US-CHATE AGREEMENT Risen the idea “Trump put,“Which president will take action to prevent too sharply falling markets.

(Pro) S&P Removes Past Key level
With the S&P rally on Monday’s wide index broke through a key technical level. The speed of movement, however, is not characteristic, and suggests that investors were caught by trade developments – and possibly on the next market milestone.

Tariff pause means new freight growth and higher prices

According to retail sellers and heads of logistics, since the initial transaction trades on the US and China leads to the fact that in the US and China leads to the fact that the initial transaction on the US trading and China makes importers move forward with deliveries during delivery during delivery during delivery 90-day pause At the forbidden tariffs.

“I have customers with thousands of containers, pre-downloaded in China who are ready to come,” said Paul Basher, Vice President of the Global Supply Settings on his logistics.

Rick Muscat, president of the family retailer’s family retailer, reports CNBC that 30% tariffs will allow it to restore supplies from China, but the containers are most likely to seek demand.

“Our expenses will approach 40%,” Muscot said. “So we will have to raise prices for autumn deliveries.”