American markets chant it as a “mutual” tariff

US President Donald Trump was accused of standing on his commercial policies – a Financial Times He was briefly described as this apparent pattern as “Taco” theory, or “Trump always comes out.”

Walking to the customs tariff was largely positive for the markets. Now, a federal court has canceled his “mutual” definition – which was suspended by Trump – Lift the futures for us.

The extended trading markets were already supported Nafidia Sales number in January. The chips maker recorded an increase in the revenue of 73 % of the Data Center section, which includes artificial intelligence chips and other relevant components.

Nafidia said that the overall aesthetics jumped by 69 % to 44.06 billion dollars from 26 billion dollars in the previous year – and it could have been higher if export restrictions not to China.

In other words, the demand for artificial intelligence chips remains prosperous, although concerns about companies that do not need the largest possible number of advanced chips and companies that are spent less due to the uncertainty caused by definitions. With the start of the courts in Trump’s commercial policies, it is possible to enhance work morale – and NVIDIA revenue.

However, it is unlikely that the limitations of exporting chips to China are withdrawn, because these rules, from the point of view of the White House, are a more security issue than “negotiation” – a way that Trump distinguishes his introductory moves.

However, with recent developments, there may be less than Trump’s deal to do.

Trump mutual definitions hold
the American International Trade Court Wednesday Trump’s “mutual” tariff prevented countries around the worldWhich was yearned in April. In its decision, the court said that the International Economic Forces Law, which Trump protested to impose definitions, does not allow a president to impose international fees on imports. The committee wrote, as it does not deal with the threats stipulated in those orders. “The committee wrote and ordered a permanent Stop definitions in the case in the case.

Nvidia Posts Just Revens
Nafidia The profits of the first quarter won the estimates of Lseg. The profits per share were adjusted by 96 cents, and above 93 cents expected, while revenues amounted to $ 44.06 billion-to which a 73 % annual jump was subjected to a yearly basis from the NVIDIA Data Center Department-which overcame the expectations of $ 43.31 billion. Investors chanted the results, and the NVIDIA shares were paid by 4.89 % in the extended trading. However, export restrictions to China weigh on NVIDIA. “China market worth $ 50 billion Effectively closed to the United States industry,“CEO, Jensen Huang, said.

“Negotiation”, does not retreat: Trump
Trump on Wednesday pushed against “”Taco theory“The style that announces Trump describes new definitions, sends landing markets, then stops later or relieves them, causing Negotiation“

The markets were launched to Nafidia profits
The main United States’ indexes fell on Wednesday As the return on 30 years of treasury I touched 5 % briefly. but, American stock futures jumped Early on Thursday, on news that Trump’s “mutual” definitions had a federal court. The Asian and Pacific markets rose on Thursday. South Korea KosPI The index increased by 1.8 % at 1:45 pm Singapore time as the Central Bank of the country Reducing the interest rate to 2.5 % from 2.75 %The lowest level since August 2022 and as expected by a Reuters poll for the economists.

Investors feel the tension that prevents us from our debts
LSE data in 52 basis points from 16 basis points out of 16 basis points at the beginning of this year showed that the deployment, or insurance premiums, on credit exchanges for one year-which are basically considered the costs of exposure to exposure to US government debt-have risen in 52 basis points starting from Wednesday from 16 basis points at the beginning of this year, which are hovering at two-year levels. This indicates Investors feel nervous of risks From US debt financing. But analysts say that high premiums are a speculative or hedging game against risk rather than a sign of the imminent financial crisis and bankruptcy.

Tesla investors want musk to work more
Timing On Wednesday, investors wrote a letter to Robin Dunholm, Chairman of the Board of Directors, asking CEO Elon Musk Work at least 40 hours a week In the auto industry company as a condition for any new compensation plan, they may arrange for it. A group of retirement fund leaders wrote that “decreased decreasing sales” in Tesla and a “huge global reputation” associated with the role of musk in the US Department of Government is a cause of great concern, “a group of pension fund leaders wrote.

(Pro) bond yields may remain pressure on stocks
It seems that the highest bond returns on Wednesday helps in putting inhibitors on the start of the strong securities market for this week, with the return of the 30 -year -old treasury to the 5 % level with the stop S&P 500. Analysts warn that the bond market may suffer Put a cover on any rally.

Eleventh wants to enhance advanced manufacturing ingenuity in China – and he may not like Trump

Forget the factory lines for socks, sports shoes and shirts. Trump wants to boost home Production of high -tech productsNot clothes or shoes, as he told reporters on Sunday. However, China doubles its efforts to enhance advanced manufacturing, which can put both countries in a collision path.

Only last week, Chinese President Xi Jinping again confirmed his plans for the growth led by manufacturing during the Mainian District visit, as it has been presented with a strategy that has long been criticized by the United States and the main trading partners to deepen global trade imbalances.

The manufacturing sector contributed to More than 25 % of Chinese GDP in 2023According to the World Bank. While pushing China to expand its manufacturing capabilities is part of its goal of achieving self -reliance, especially in high -tech sectors, this can conflict with the Trump administration demands that China abandons its commercial imbalances.