Markets Love the U.S.-China Deal. I Don’t. Here’s Why
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After China slapped a crushing 125% retaliatory tariff on U.S. imports — doubling prices on goods like Boeing planes — the move backfired. Fast.
🚢 Export chaos.
🚧 Port congestion.
📉 Collapsing trade flows.
But on May 11, 2025, everything changed.
In a rare joint statement, China rolled tariffs back to 10%, aligning with the new U.S. base rate and opening a 90-day window for trade talks.
✅ The S&P 500 cheered.
🇨🇳 China stepped back from the edge.
✈️ Boeing prices normalized — from pay double to BOGO (figuratively).
❓But here’s the real question:
Markets got a reset. China got a second chance.
Did you?
This isn't a recovery — it's a reset.
🧭 Don't chase the rally.
Use this moment to review your portfolio, realign your goals, and prepare for the next move.
“Be fearful when others are greedy...” – Warren Buffett
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