#USChinaDeal 🚀 TRUCE USA-CHINA: THE CEASEFIRE OF $10T IS UNDERWAY
Forget politics. Look at the tape. The two largest economies in the world have just declared a 12-month break in their economic war—and global markets are about to be reassessed.
THE REAL DEAL:
· AGRICULTURE: China is back, buying American soybeans and sorghum in large quantities. This is not trade; it’s a lifeline for inflation data.
· FREEZING OF THE TECHNOLOGICAL WAR: Rare metals are flowing again. AI chip restrictions are easing. NVDA H200 gets the green light. The semiconductor ice age is over.
· TIKTOK RESOLVED: The biggest political ball now is a corporate transfer. The noise has been removed from the market.
· THE "SAFE ZONE": All new tariffs frozen until Nov 2026. A year of regulatory clarity. This is fuel for corporate planning.
WHY THIS IS A MARKET BOMB:
1. Supply Chains Unclogged Overnight. Input costs are falling. Corporate margins are expanding.
2. Inflation Gets a Downward Push. Food, technology, goods—everything is getting cheaper. The Fed's job just got easier.
3. Risk Assets Reassessed. The biggest geopolitical hurdle has disappeared. Money is rotating from safe havens back to growth.
SECTOR WINNERS:
· COMMODITIES – Agricultural boom.
· SEMICONDUCTORS – The cold war has just thawed.
· TECHNOLOGY – Clarity = valuation expansion.
· GLOBAL CYCLES – The re-leveraging trade is back.
BUT REMEMBER:
This is a truce, not peace. The structural rivalry is intact. We have 12 months of calm to make money.
Smart money isn’t debating the long term—it’s trading short-term profit. Liquidity is coming. Reassessment is imminent.
Don’t overthink it. Trade the truce. The rally starts now.
