The reversal of the pace is so rapid that it catches people off guard. Originally, there was a firm promise to impose a 10% tariff on eight European countries, but Trump turned around and directly announced on February 1 that the plan was suspended. The market reacted explosively, with US stocks soaring, but what exactly is contained in this so-called "future agreement framework" remains opaque to outsiders.
Just moments before, there were threats of increasing the tax to 25% if Greenland was not sold, but immediately shifted to the notion of an "indefinite agreement," changing the tone to seek friendly consultations with Denmark and Greenland. The Danish foreign minister responded quickly, with a firm stance: there is no room for negotiation on sovereignty issues. This reversal has left observers a bit bewildered.
However, Trump's pieces have never stopped moving. Sending Vance and Rubio to lead negotiations, hints of America's interest in mineral rights emerge between the lines. Coupled with the launch of the "Iron Dome" missile defense program, there is a strong strategic layout, making it seem that the tariff issue is merely superficial.
NATO has reluctantly stated that communication will continue, but European countries are already restless. Macron publicly criticized this as a move to weaken Europe, and the Belgian Prime Minister directly asked: Is the US still a reliable ally? Trust has clearly cracked under this series of actions.
From a market perspective, is this a soft landing for risk, or a false calm before the storm? The uncertainty of geopolitical factors often drives up demand for safe-haven assets—gold and silver reaching new highs is no coincidence.
As a risky asset, the cryptocurrency market is profoundly influenced by the macro environment. The progress of subsequent negotiations and the evolution of international order are worth continued observation. $BTC #特朗普对欧洲加征关税
