The United States and China are in reviving the markets and “Trump in a situation”

During the weekend, the United States and China agreed to reduce the customs tariffs on each other for 90 days from 125 % to 10 %. This is more than expected, as Trump said on Friday A 80 % tariff in China “It looks right!” The United States still maintains 20 % of a fentanel over China, so the total duty in Beijing adds up to 30 %.

While 30 % is far from 145 %. The investors were active, and they sent high stocks. Technology names like Nafidia and BroadcomAs well as the estimated shares of the consumer, including Nike and StarbucksGathering. The madness of the market brought to the minds of “Trump that set it”, and the concept that will provide the falling market from the president who supports it.

However, Dario Berkins, Managing Director of the World Macro Strategy at TS Lombard Indicate“It is funny that the optimistic condition of TROMP 2.0 is basically that it will reflect most of what you have done so far.”

Perhaps Trump, perhaps the president may be just returning things to where he was before.

China and the United States suspend most of the definitions
On Monday, the United States and China approved a preliminary trade deal that most definitions are attached to imports for 90 days. The “mutual” definitions will be between the two countries Reducing 125 % to 10 %, But the United States ′ 20 % duties on Chinese imports It will remain, which means that the total tariff for China stands by 30 %. Treasury Secretary Scott Bessin told CNBC on Monday that the deal represents progress in the country.season“From China for” strategic necessities “.

A victory for China, according to Beijing
After announcing the American -Chinese commercial deal, US President Donald Trump “Beijing” saidHe agreed to openness“But I provided some other details. However, the Chinese officials, influential people and the state -run media were Monday Delivering the commercial agreement with us as a victory A: A: Social media The account associated with China’s national broadcaster CCTV.

Investors chanted the commercial deal
News of the commercial deal for the great powers The arrows that are shipped on Monday. the S & P 500 3.26 % raised, Dow Jon’s industrial average 2.81 % increased and Nasdak 4.35 % increased. General Europe Stoxx 600 Rose Index 1.21%. Shipping giant shares Marsk 10 % has emerged. American treasury yield and Oil prices Jumped as a stagnation opportunity. It appears to be shrinking.

Technology shares have risen hard
Members of the so -called Great Group It added a total of $ 837.5 billion in the market value On Monday, it was the largest group step for the group since April 9. Outside this bag of stocks and their technological peers, the estimated stocks of the consumer rose. The United States of Chinese agreement Reviving the idea of ​​”Trump that he set,As the president takes measures to prevent markets from falling significantly.

(Pro) S&P shoots at the main level
With the S&P gathering on Monday, the wide index was broken Through the main technical level. However, the speed of movement is not typical, and indicates that investors have been neglected due to commercial developments – and they are still in the next market teacher.

The tariff tariff means a new increase in shipping shipments, and higher prices

An increase in exports from China to the United States should be expected, according to retailers and logistical executives, as the initial commercial deal shown by the United States and China lead importers to move forward with shipments during 90 days stopped On exorbitant definitions.

“I have clients with thousands of pre -loaded containers in China ready to enter,” said Paul Braisher, Vice President of the World Supply Series in Logistics Services.

Rick Muscat, the head of the DEER Stags Dynastic shoes, tells that the tariffs will allow them to resume shipments from China, but the container rates may rise due to the pent -up demand.

“Our costs will increase more than 40 %,” said Muscat. “Therefore, we will have to raise autumn delivery prices.”