Over the weekend, both the United States and China agreed to cut each other's tariffs of 90 days, 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
After announcing the U.S.-China trade deal, U.S. President Donald Trump said Beijing “agrees to open up” but provided 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.

Investors cheer on trade agreements
News of the turbocharged stocks in the two superpowers trade deal on Monday. this S&P 500 Shooting 3.26%, Dow Jones Industrial Average Climbing 2.81%, Nasdaq Composite Materials Soared by 4.35%. Pan-European Stoxx 600 The index rose 1.21%. Shares of transport giants Mask Pop up 10%. As the chances of a recession seem to decrease, yields and oil prices in the U.S. Treasury have risen.

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.

The suspension of tariffs means a new surge in freight, with higher prices

According to retailers and logistics executives, exports from China to the United States should be expected to surge as the initial U.S.-China trade agreement caused importers to suspend a 90-day ban on tariffs.

"I have thousands of customers with pre-installed containers in China," said Paul Brashier, vice president of global logistics.

Rick Muskat, president of family shoe retailer Deer Stags, told CNBC that a 30% tariff would allow it to recover shipments from China, but container prices could soar due to pent-up demand.

"Our fee will be close to 40%," Muskat said. "So we will have to increase the price of delivery in the fall."