
qinbafrank|Apr 09, 2025 14:55
Today there was an episode of "Dongda releasing a white paper on Sino US economic and trade, followed by further increase in anti sanctions". Returning to the logic of the morning chat, it is possible that the market has already accepted the "sharp confrontation between China and the United States". More importantly, the European Union, although it has issued a timetable for anti sanctions (April 15 and May 15), has also expressed its willingness to negotiate. Many countries have already taken the lead in reducing tariffs on the United States, and have indeed reduced them to zero. As said in the last part of the original Trump tariff administrative order, "if the trading partner wants to retaliate, he will increase his weight; if the trading partner corrects the non reciprocal trade arrangement and reaches an agreement with the United States, he will also reduce or shrink". The market has seen the part of the weight increase, but has not seen the part of the reduction or decline, but the statements of both sides have made the market still look forward to it.
For example, Trump, who talked in the morning, still has a card in his hand, depending on how he came out: if there is a reduction or exemption of tariff framework with several trading partners in the short term, the mood will be boosted;
If it weren't for everyone's remaining expectations, they would have been greatly disappointed.
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