Is the US-Kita Trading Agreement?

Last weekend, both the US and China agreed to cut 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
Turning to the US-Kita 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.

The deal enhances China’s prospects
Now that the US and China have reached the tariff agreement, major world banks Growing Optimistic in the Beijing economy and market In 2025, at the end of Monday, UBS went to the China’s economic growth forecast to 3.7% to 4% from 3.4%, while Nomura raised Chinese shares to “tactical overweight” and turned some funds from its position in India to China, according to the note after talking.

Investors have encouraged the trading deal
News about trading transactions of two superpowers On Monday in the US TarbonDevo. A S&P 500 Lost 3.26%, Dow Jones Industrial Medium rose by 2.81% and Nasdaq Composite increased by 4.35%. US Treasury and Prices for oil They jumped in the United States when the likelihood of the recession decreased. However, Asia-Pacific markets were ambiguous on Tuesday. Although that in Japan Nikkei 225 grew more than 1.7%, Hong Kong Hang the Index Almost 1.5%fell.

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.

Fintechs that have been raging profits from high interest rates now face a key test

Initially, financial technology firms were the largest lost interest rates in the World Central Bank in 2022, which led to assessment assessment.

But over time, this change in the interest rate has steadily increased profits for Fintechs. This is because higher rates increase what is called a pure income from interest – or the difference between rates, levy charges, and interest paid by the depositors.

Now Fintechs – especially digital banks – are faced with a key test, as a widespread decrease in interest rates is in doubt about the sustainability to rely on this elevated profit in the long run.