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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: Box-By-The-Riviera™ who wrote (212783)	4/4/2025 7:58:51 AM
From: TobagoJack	Respond to of 220287

Re <<Today, dark Thursday. Tomorrow, Black? USD to under 1? shall not mention gold.>> Very possibly, chances are greater than even Dunno Best not mention In the meantime, Team China, on holiday, bothered to make clear that “let us play” is full-on, as promised earlier, re whatever sort of war, shall play to end. Generally Team China does not do war-talk, but whenever did, good for promise, for couple of thousand years. Possibly this time is different. Agnostic. Could be just a poker bluff. Shall be more clear when more clear. bbc.com China says it is ready for 'any type of war' with US bloomberg.com China Hits Back at Trump Tariffs with 34% Duties on All US Goods By Josh Xiao and James Mayger 4 April 2025 at 19:09 GMT+8 China retaliated against new US tariffs with a slew of measures, including levies on all American imports and export controls on rare earths, escalating the trade fight with President Donald Trump. Beijing will impose a 34% tariff on all imports from the US starting April 10, matching the level of Trump’s so-called reciprocal tariffs on Chinese products. Chinese authorities also announced other measures including: China’s measures, announced on a holiday, followed Trump’s announcement of reciprocal tariffs on global trade partners, introducing the steepest American duties in a century. The latest US tariffs will raise levies on nearly all Chinese products to at least 54%, potentially crippling Chinese exports to the US. Tensions between Washington and Beijing have worsened since Trump’s return to the White House. The US president has yet to speak with his Chinese counterpart more than two months after his inauguration. Both countries are locked in a stalemate over China’s alleged role in the flow of fentanyl into America, which Trump cited as a reason for the previous two rounds of tariffs. “The speed in which the counter measures were rolled out shows a high level of deliberation and a suite of appropriate responses to hit back at the US,” said Dylan Loh, assistant professor at the Nanyang Technological University in Singapore. “It strikes the balance between inflicting some pain but not being seen as a overreaction.” European stocks plunged and headed for a correction after China’s announcement. US stock-index futures also extended losses, sending contracts on the S&P 500 down 2.2% at 6:40 a.m. in New York. Treasuries surged further, with the yield on the 10-year plunging 15 basis points to 3.88%. An index of the dollar pared its gains. In commodities, soybeans fell as much as 2% in Chicago to the lowest since early March. Wheat and corn dropped more than 1%, extending earlier losses. Before this week’s announcement, the tariff imbalance between the US and China was stark: American duties on Chinese goods towered over the tariffs China charges the US. China’s average tariff on US goods stood at 17.8%, less than the 32.8% the US charged on Chinese goods, according to a Bloomberg Economics analysis. Last year, China imported almost $164 billion of goods from the US, the lowest amount in four years. “The US action does not abide by international trade rules, severely undermines China’s legitimate and lawful rights and interests, and is typical unilateral bullying,” the Finance Ministry said in a statement announcing the 34% tariffs. The economic conflict between the two governments has extended to private companies in both countries. Chinese officials have pushed back against Walmart Inc.’s efforts to pressure Chinese suppliers to cut prices to offset Trump’s tariffs. Hong Kong tycoon Li Ka-shing drew Beijing’s ire by agreeing to sell his company’s ports in Panama, a move criticized as an attempt to appease Trump. Trump justified his new tariffs as a fair way to match the barriers that other countries enact on US firms and goods. His administration has also accused China of erecting non-tariff barriers that disadvantage US exports and companies, complaints that were laid out in an annual report published by the USTR this week. The latest measures reflect China’s message to the Trump administration that both sides are equal, and Beijing will not simply submit or accept the situation, said Wen-Ti Sung, a non-resident fellow at the Atlantic Council’s Global China Hub. Still, China is leaving some “off-ramp,” he said. “China’s retaliation seems still proportional and targeted by design, focusing mainly on agricultural goods and defense contractors, both of which are key Trump coalition constituencies.” — With assistance from Phil Serafino

To: Box-By-The-Riviera™ who wrote (212783)	4/4/2025 8:20:05 AM
From: TobagoJack	Respond to of 220287

Re <<black>> … more graphic telling … zerohedge.com China Strikes Back: Slaps 34% Tariff On US Goods After Trump's 'Liberation Day' BY TYLER DURDEN FRIDAY, APR 04, 2025 - 07:00 PM U.S. equity futures took another leg lower, the VIX spiked to 36, Treasury yields slipped (UST10Y <4%), crypto tumbled, and the dollar reversed its European session gains—just after 06:00 ET—when China hit back at President Trump's "Liberation Day" tariff blitz. Beijing retaliates: China to impose additional 34% tariffs on all imported U.S. products starting April 10, the official Xinhua news agency reports. — Javier Blas (@JavierBlas) April 4, 2025 According to state-run Xinhua, Beijing announced it would slap 34% retaliatory tariffs on all U.S. imports starting April 10. Details were scarce at the moment. [url=][/url] "Chinese authorities said they will start a probe into medical CT X-ray tubes imported from the US and India, and halt imports of poultry products from two American companies," Bloomberg noted. Xinhua also reported that Beijing announced export control measures on certain rare earth-related items but did not provide specifics. China announces export control measures on certain rare earth-related items pic.twitter.com/HBW2ahcjv1 — China Xinhua News (@XHNews) April 4, 2025 The move comes two days after Trump's tariff-a-palooza pushed the effective U.S. tariff rate on Chinese goods to 54%. Deutsche Bank's George Saravelos noted on Thursday that the big negative surprise this week has been the 50%+ tariff rate on China (far worse than expectations) and the key connector economy Vietnam, which affected $600bn worth of manufactured goods to the U.S. combined. Goldman helped clients visualize this move. [url=][/url] On Thursday, Beijing condemned the escalating tariff war, calling it "unilateral bullying. " It added that it "firmly opposes" the tariff war and "will resolutely take countermeasures to safeguard its own rights and interests." And here we are—risk assets getting hammered again on a Friday morning—as tensions between Washington and Beijing escalate sharply to end the week. Both superpowers remain locked in a stalemate over China's subsidization of fentanyl precursor chemicals to Mexico, which has fueled the overdose death crisis in the United States. In markets, main US equity futures indexes were hammered lower after China retaliated. [url=][/url] A lot more red. [url=][/url] UST10Y <4%. [url=][/url] Implied interest rate cuts top 4.5 for the year. [url=][/url] Bitcoin tumbles. [url=][/url] Dollar loses steam after European surge. [url=][/url] And Yuan weaker. [url=][/url] *Developing...

To: Box-By-The-Riviera™ who wrote (212783)	4/4/2025 8:28:35 AM
From: TobagoJack	Respond to of 220287

Re <<black>> Chaos is a gift, crisis a partner, volatility friend, lonely path right way, survive to survive another day, am reminded Panic, best done when early, and is a survival trait, I seem to remember zerohedge.com Markets in Full-Blown Panic - VIX Goes Vertical BY THE MARKET EAR FRIDAY, APR 04, 2025 - 20:12 Panic VIX has not closed this high since the Covid panic! Source: Refinitiv More panic VIX 2/8 months futures spread exploding further. We traded even higher during the August panic, but back then we actually witnessed totally broken volatility markets. Current levels are extreme, but not broken, at least not yet... Source: Refinitiv "Overshooting" fear VIX showing some of that pure panic look, as fear "overshoots" the SPX. Chart shows SPX vs VIX (inverted). Source: Refinitiv "Broken" VIX term structure VIX term structure exploding to the uspide in pure panic fashion. Popular "volatility yield" strategies where investors have sold the short end of the curve vs buying the longer end of the curve in a "vol neutral" illusion, are being severely punished. Chart shows the curve 1 week ago, yesterday (already very stressed) and finally today's full blown panic shape. Source: Vixcentral Put love Put call ratio at the highest levels since the August 2024 panic (note this is per yesterday's close). Source: Tradingview Oversold RSI at rather extreme levels, but we all know things tend to stay in "over" territory for longer than most think possible. Source: Refinitiv Getting extreme We are hitting the most extreme fear levels in a long time. Time to be greedy soon, or stay away from catching falling knives? Source: CNN