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U.S stocks [2025] ISSUE arrangemet

After all, China is the ultimate

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After all, China is the ultimate goal of tariffs. The one-month grace period for tariffs on Canada and Mexico is eventually becoming a warning and disappointment to the two countries, which are bypass routes for Chinese exports, but the U.S. is expected to have complicated feelings. As seen in DeepSeek, if China's technological level is not strong and stiff, it threatens the dollar, the key currency, so China will have no choice but to strengthen its hitting. However, since Trump expected tariffs in advance, China will also have a countermeasure. If you look closely at the battle between spears and shields, I think it will be money.

The two countries expected that they would react to the tariffs imposed by Canada and Mexico in a "Tic-for-Tat" manner, but the two countries responded differently. Mexico has placed 10,000 troops on the border, while Canada has put forward a card that limits imports of specialties (Florida orange, Wisconsin dairy farmers, Michigan dishwasher) from Republican states. True Tic-Fat is Canada's strategy. And Canada has thoroughly Tic-Fat because it knows that truckers will be resentful if Canada restricts the export of heavy oil, which is the best card that Canada has, which is often used by truckers in the U.S., because Canada exports most of the heavy oil.

In any case, another shepherd boy named Trump appeared after the Fed. Now, there is more room to ignore the news of the tariff imposition, saying that it is just a bargaining chip. The market has come to a conclusion because Trump will continue to talk about the emergence of wolves that will not appear. What is the U.S. inside? At first, the U.S. trade deficit was so large that it was intended to address it and to pass on (tariff) the budget shortfall caused by tax cuts to other countries.

First of all, there is plenty of room for consideration of inflation. He also knows that winning the presidential election over Biden was mainly due to soaring inflation under the Biden administration. He knows that if Trump uses inflation-causing policies, his supporters will immediately turn their backs on him. That's why he supported the FED's decision to freeze interest rates, saying out of the blue, "I think holding the rates at this point was the right thing to do." Before that, he attacked Powell as if he was holding him back to cut interest rates. What's this?

In the end, he confessed that he would use tariffs as a card to make political and economic agreements with other countries. Still, considering Trump's nature as a female president, it would be necessary to pay attention to premature interpretation. The world is relieved. What else will happen if this happens? It's an exciting chapter for option holders, but if the market is on such a roller coaster like this, will they be able to make long-term investments in stocks?

Every day you'll have to see what he's saying on Twitter. Another thing that stands out yesterday is the "Sovereign wealth fund." It's interpreted as the purpose of buying something like TikTok. With all his writing in mind, I'm going to put MAGA first and interpret his words and actions going forward. Tariffs, tax cuts, reduction in overseas military spending, everything else... I decided to interpret him as a businessman rather than a Gingrich successor to the Republican right. The first is MAGA, the second is MAGA. He'll think MAGA is the yardstick of everything and try to interpret what he says. MAGA.....

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