Over the weekend, both the United States and China agreed to cut each other's tariffs from 125% to 10%. This far exceeded expectations, as Trump said on Friday, the 80% tariff on China "seems to be correct!" The United States still imposes its 20% fentanyl-related tax on China, so Beijing's total responsibilities total as high as 30%.

Although high, 30% of crying is far from 145%. Investors were ecstatic and sent out the stock. Technical name, e.g. Nvidia and Broadcomand including Nike and Starbucks,assembly. The market is crazy about "Trump", a market that has declined will prompt the president to take steps to improve this.

That said, as Dario Perkins, managing director of global macro strategy at TS Lombard, noted, “The optimistic case of (interesting) Trump 2.0 will essentially reverse most of what has been done so far.”

Trump may just be the president putting things back.

China and the United States suspend most tariffs
The United States and China agreed on Monday to hold an initial trade deal that suspended import tax rates for 90 days. "Reciprocal" tariffs between the two countries will be reduced from 125% to 10%, but the 20% tariff on the U.S. fentanyl-related Chinese import tax will be retained, meaning China's total tariffs are 30%. Finance Minister Scott Bessent told CNBC on Monday that the deal represents progress in the country's "decoupling" from China as a result of "strategic necessities."

According to Beijing, China's victory
U.S. President Donald Trump refers to the U.S.-China trade agreement, saying Beijing “agrees to open up” but provides some other details. But Chinese officials, influential people and state-owned media will declare a trade agreement with us on Monday a victory for Beijing’s negotiation strategy, “China’s corporate countermeasures and firm stance are very effective,” said the social media account linked to China’s National Broadcasting Corporation CCTV.

Transactions boost China's prospects
Now that the United States and China have reached an agreement on tariffs, major banks around the world are becoming increasingly optimistic about Beijing's economy and market. Later on Monday, UBS's forecast for China's economic growth increased to 3.4% from 3.4% of 3.4%, while Nomura improved China's fairness to "tactical transcendence" deals and pointed to a deal in India, one in Japan, one in Japan, one in Japan, one in Japan, one in Japan, one in Japan, one in Japan, one in Japan, one in Japan announced.

Investors cheer on trade agreements
News of the two superpowers' trade deal was turbocharged on Monday in U.S. stocks. this S&P 500 Shooting 3.26%, Dow Jones Industrial Average Climbing 2.81%, Nasdaq Composite Materials Soared by 4.35%. The U.S. Treasury yields and oil prices rose as opportunities for a recession appear to decrease. However, the Asia-Pacific markets were mixed on Tuesday. Even in Japan Nikkei 225 Up more than 1.7%, Hong Kong Hanging Forest Index It fell nearly 1.5%.

Strong gathering for technology sharing
Members of the so-called Magnificent 7 Group added a total of $837.5 billion in market value on Monday, the group's biggest collective move since April 9. In addition to these stocks and their technical counterparts, consumer discretionary stocks have also gathered. The US-China agreement revives the idea of ​​"proposed by Trump" in which the president will take action to prevent the market from falling too sharply.

(Pro) S&P Shooting Over Key Level
On Monday, a broad index based on the S&P rally has broken down at a critical level of technology. However, the speed of the movement is not typical, suggesting that investors are caught off guard by trade developments and may continue to be the next market milestone.

Now, fintechs that make profits with high interest rates are now facing critical testing

Fintech companies were initially the biggest losers for global central banks in 2022, which led to valuations.

But over time, this change in interest rate environment has steadily enhanced fintech profits. This is because higher interest rates increase the so-called net interest income, or the difference between the interest on the loan and the interest paid to the saver.

Now, Fintechs (digital banks) are facing a critical test as the widespread decline in interest rates has put doubts about the sustainability of growing growth relying on this long-term income.