#特朗普取消对欧关税威胁
Seeing Trump's signal of "cancelling the threat of tariffs on Europe," my first reaction was not positive, but rather a sigh of relief, although I dare not be too optimistic.
What the market fears most is not bad news, but the persistent uncertainty of fluctuating situations. As long as the issue of tariffs hangs in the air, capital will not dare to be fully risk-on; any slight disturbance will make them pull back. Now that the threat has been postponed, the sentiment will indeed recover, and risk assets will find it easier to breathe, but to be honest, I am more concerned about whether this is a calming down or just a pause before the next round of competition.
At such times, the market often does not immediately give you direction, but first offers you hope, only to test your judgment later.
I am now more restrained, not chasing emotions, nor rushing to take sides; I will first observe how the capital moves before deciding my own course of action.
Do you think this change in tariff attitude will be a turning point for sentiment, or just a temporary buffer?
