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● Trump-induced Market Jitters

Trump’s Tariff Policies, Stock Market Trends, and Key Summary of Global Economic Developments

[Changes in Tariff Suspension and Electronics Tariff Policy]

Today, the U.S. Customs Service announced a temporary exemption from tariffs on electronic products.
The atmosphere surged on April 12, but on April 13, the Secretary of Commerce hinted at plans to reimpose tariffs in a month or two.
It should be noted that this is a temporary measure, and this move by the U.S. government seems to be a strategic decision for national security and expansion of domestic production.
This implies that U.S. trade policy may not be a temporary fix but may evolve into a long-term production transfer policy.

[Stock Market Reaction and Changes in Investment Sentiment]

Asian stock markets showed a positive reaction to the tariff suspension announcement, with the KOSPI and Nikkei indexes rising by about 1%.
However, the U.S. Nasdaq showed a sharp decline after rising more than 2% in early trading due to Trump’s remarks.
Investors’ anxiety and relief appeared simultaneously before and after Trump’s remarks, and stock price movements that seemed out of control were observed.
In particular, news related to Scott Scent and the Federal Reserve’s concerns about a recession acted as another factor in the stock market recovery.

[U.S. Trade Policy and Global Alliance Movements]

President Trump has announced several tariff-related measures aimed at attracting factories to the United States.
However, market reactions to tariff impositions have been mixed, and the intention to attract foreign production facilities to the United States has had a paradoxically negative impact as tariffs increase.
In addition, China and Vietnam jointly expressed their opposition to the U.S.’s unilateral trade pressure and are showing cooperative movements with their own and other countries, such as signing MOUs in the fields of AI and agriculture.

[Similar Historical Cases and Inflation Concerns]

The Financial Times and others warn of the possibility of a situation similar to the surge in inflation after the abolition of the gold standard system during the Nixon Shock.
Currently, President Trump’s tariff policy changes and unstable remarks may have a negative impact on the U.S. economy and dollar credibility.
The IMF warns that trade conflicts could lead to a stock market crash, raising the possibility that the current situation could trigger an economic crisis similar to the 1970s.

[Future Investment Trends and Changes in Technology and Manufacturing]

Nvidia announced a massive investment plan to manufacture U.S. AI supercomputers and is seeking partnerships with TSMC, Foxconn, and others.
This is a strategy to send a positive signal to the U.S. government, but at the same time, the global technology competition is expected to intensify amid tariff policies and trade conflicts.
Investors should pay attention to these technology and manufacturing investment trends, as well as various variables such as Trump’s policy volatility and inflationary pressures.

Summary

The U.S. announcement of a tariff suspension on electronic products and the upcoming plan to reimpose them, along with the complex changes in stock market trends and investment sentiment.
Nasdaq and global stock market instability due to President Trump’s remarks, and various factors such as Scott Scent and the Fed’s remarks are affecting the stock market recovery.
Long-term goals of tariff policies such as attracting factories to the United States, responses from China and Vietnam, and inflation concerns similar to the Nixon Shock are conveying warning messages to stock market and economic credibility.
Large-scale investment movements by global companies such as Nvidia are foreshadowing intensified competition in the AI and manufacturing sectors.
Carefully summarizes the latest global economic outlook, trade conflicts, Trump tariffs, stock market trends, and key content related to inflation.

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Recent Trump Policy Analysis | Tariff Policy Change Prospects

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