Tariff “flexibility” can signal the uncertainty

“Flexibility” means openness to change. US President Donald Trump expressed the opportunity to be flexible with tariffs on Friday, which may have helped voting, pushing three key US benchmarks into the green week.

But, in its proposal to adapt to the circumstances, “flexibility” also signals the uncertainty, something anathema to the market. Trump’s comments should also be taken into context. He qualified that “it would be flexibility, but mostly it is mutually”, and it seemed to dismiss the idea of ​​solving the exceptions of the countries.

In other words, Trump’s flexibility is not much unilateral, but a flexion strategy.

We probably will have no explanation about how mutual tariffs will play by April 2, the date that Trump said it would start – provided that it is not similar to flexibility with the start date.

“Flexibility” with tariffs: Trump
Trump told reporters on Friday that “will be flexibility“As for his tariff plans,” but mostly it is mutually, “assuming that he could act in response to any adjustments of trading partners. However, Trump downgraded the idea of ​​providing additional exceptions by saying that” as soon as you do, you should do it for everyone. “

The Chinese market will open: Vice Premier
Vice -Prime Minister -Chinese He assured foreign business leaders that this Beijing will continue to open your market and welcome more investments according to Reading the Ministry of Commerce Sunday meeting with Top -heads Apple and MasterCard, among other multinational companies. At the meeting, he also discussed the deepening of economic and trade partnerships between the US and China.

American shares tear a losing series
The main indices of the United States rose on Friday To finish the four -week reproduced series. For a week, S&P 500 grew by 0.5%, Dow Jones Industrial Medium grew by 1.2%, a Nasdaq Composite Added 0.2%. But Federation. Asian-Pacific markets mostly fell on Monday. The Singapore Times is a 0.18%of the Singapore Times index The consumer price index came by 0.9% a year, a year, Its slowest growth in four years.

Mediocre seven
With a wonderful seven stock groups headed by the stock market in 2024, Six already track significant losses from the yearUnder the guidance of 40% drop in stock Tesla. Meta -platform This is the only exception that holds the slim enhancement. Previously this month Megacaps lost more than 750 billion dollars of market value On the worst day for the NASDAQ technological composer since 2022.

South Korean Acting President restored
South Korean Constitutional Court on Monday Impressions of Prime Minister Khan Dak-Su. Reported about local mediaRestoring it as a acting president. He will take over the post from Choi Sang-Mok. Khan was a prepiled opposition Democratic Party in December, After he was reportedly refused To appoint three judges to the Constitutional Court, who considered the impeachment of President Jonah Suka Yola.

(Pro) US Economic data on the US
Investors must monitor the price index for the US personal consumption for February, the preferred measure of inflation of the federal reserve system, Friday. Other economic data to be monitored are the PMI testimony on Monday and the final figures of the US gross domestic product for the fourth quarter on Thursday. In view of this, it is unlike the markets will be determined to go by the time Trump makes his step.

Alibaba-Affiliate Ant combines Chinese and American chips to reduce AI development costs

According to a source familiar with this issue, both Chinese and American semiconductors are used on Albaba.

The combination of chips not only reduces the time and cost of learning AI models, but also limits the dependence on a single supplier, such as Nvidia, notes that in the branch tendency of pressing multiple networks, known as a “mix of experts” – a technique that allows you to train models from much less calculated.

Earlier this month, the company stated that it was able to use the equipment with a lower cost for effective Moe models, reducing the computing costs by 20%.