As some of you already know, Trump just announced a 90-day pause on tariffs. Lets brief you on what it really means:

For the next 3 months, no new tariffs are coming in and even better, other countries will get a lower reciprocal rate during this window. So instead of raising the heat, things are cooling off a bit and that is why SPX and NASDAQ just went +8% already with Bitcoin going past $81K.

Why does this matter?
This gives room for negotiation, especially with major trading partners. Now other than China all others will be relieved so Trump just stopped the global mess which is being welcomed by the markets.

But make no mistake, this isn’t a sign of strength at all. It’s a strategic pause and if there’s no progress in talks, tariffs could be back, maybe even stronger. Markets might take this as short-term relief, but longer-term direction will depend on what happens during these 90 days.

So yes it’s positive for now, but stay tuned.