US markets are encouraging when “mutual” tariffs have gone off

US President Donald Trump has been accused of returning back on his trade policy – A Financial observer He concisely described this obvious picture as “taco” or “Trump is always chickens”.

Walking at tariffs were largely positive for markets. Now the federal court beat its “mutual” tariffs – the same as Trump stopped – – it will hold – – – Having raised us futures.

Markets in expanded trade have already been subjected Nvidia’s Drawing sales in the January quarter. The sperm -producer published 73% of income growth from its data centers, which includes artificial intelligence and other related components.

The total income jumped by 69% to $ 44.06 billion from $ 26 billion a year earlier – and would be even higher if it weren’t for export restriction to China, Nvidia said.

In other words, the demand for AI circuits is still blooming, despite the fact that companies that do not need many advanced chips and corporations, spend less of the uncertainty caused by tariffs. And when the courts starting to be held in Trump’s trade policy are likely to boost business moods – and Nvidia’s profits.

However, the restrictions on exports of chips in China are unlikely to be distracted, as these rules, according to the White House, are a more issue of national security than “negotiations” – how Trump characterized its tariff steps.

In any case, with recent events, Trump may be much less transaction.

Trump “mutual” tariffs are stuck
A The court of the US International Trade on Wednesday blocked the “mutual” Trump tariffs about countries around the worldWhich he accepted in April. In his ruling, the court stated that the international law on emergency economic states, which Trump addressed the tariff, does not allow the president to charge universal import duties. Separate tariffs in Canada, Mexico and China related to drug trafficking are also “failed as they are not threatened in these orders,” the board wrote and ordered constant Stop to the tariffs considered in the case.

Nvidia Posts Reves
Nvidia Profit in the first quarter won the LSEG assessment. Profit for the action amounted to 96 cents, which was adjusted, above 93 cents, and revenue amounted to $ 44.06 billion by 73% compared to the year of Nvidia data centers, which defeated the forecast of 43.31 billion dollars. Investors pleased the results by pushing NVIDIA shares by 4.89% in extended bidding. However, export restrictions to China are weighed on Nvidia. “Chinese market for $ 50 billion Effectively closed for the American industry,“Jensen CEO Jensen said.

“Negotiations” without giving up: Trump
Trump pushed away on Wednesday “Theory of taku“This describes the sample that Trump announces new tariffs, sending markets that collapsed, and then later stop or illuminate them, causing markets to bounce. When asked at CNBC about this term, Trump said his steps are” called “called” called ” negotiation“

Markets shrunk forward, Nvidia’s profits
Main American Indexes slipped on Wednesday as yield on 30-year-old treasury Briefly touched 5%. However, American futures jumped At the beginning of Thursday, the news that the federal court was beaten by the “return” tariffs of Trump. The Asian-Pacific Market grew on Thursday. South Korea Kospi The index increased by 1.8% at 13:45 Singapore time when the Central Bank of the country reduce its interest rate to 2.5% with 2.75%The lowest level since August 2022 and is expected to survey economists Reuters.

Investors grow nervous while holding US debt
Spresses or 1-year-old default bonuses on default-default-which are essentially the cost of providing the US State debt-US-based debt on 52 basic points as of Wednesday with 16 basic points earlier this year and hovering on two-year highs, LSEG data showed. It suggests Investors grow nervous from risks Funding US debt. But analysts say the growth of premiums is rather a speculative game or hedge against the risk rather than a sign of the upcoming financial crisis and insolvency.

Tesla’s investors want Musk to work more
Tesla Investors wrote a letter to Robin Denholm on Wednesday, the chairman of the board demanding CEO Elon Musk Work at least 40 hours per week In the automaker as a condition of any new compensation plan they can agree on it. “Reduced sales” Tesla and “Falling Global Reputation” related to Moscow’s role in the US Ministry of Government is raising serious concern, “the group of pension funds wrote.

(Pro) bond yields still may pressure on stocks
It seemed that higher bond yields on Wednesday would help put a shock absorber on a strong start on the stock market, with 30-year treasury revenue being pushed back to 5%when the S&P 500 drowning. Analysts warn that the bond market can experience a larger rutchion that would Put the cover on any promotion.

Si wants to enhance the advanced Chinese skill – and Trump may not like

Forget about the factory lines for socks, sneakers and T -shirts. Trump wants to increase the internal Production of high -tech productsNot clothes and shoes, he told reporters on Sunday. However, China doubles its efforts to strengthen the advanced production, which can put both countries to the course of the collision.

Last week, Chinese President Xi Jinping confirmed his growth plans under the direction of the Northern Henon province, coming forward with a strategy that has long criticized the US and major trading partners to deepen global trade imbalances.

Contribution to the production sector More than 25% of China’s gross domestic product in 2023According to the World Bank. While Chinese pressure on expanding its production capabilities is part of its independence, especially in high -tech sectors, it can resist the requirements of the Trump administration to seek China to its trade imbalances, experts warn.