Urgent: US-China Mega Deal, Pharma Stocks Shock, Trump Coin Launch

● Pharma, Bitcoin, Trump – Market Buzz

<h4>US-China Big Deal Negotiations: Impact on Global Financial Markets: A Comprehensive Summary from Tariff Relief to Restrictions, Consumption, and IT & Coin Hot Topics</h4>


A comprehensive summary of complex macroeconomic issues from the background of the US-China big deal talks to ultra-large tariff relief, changes in global investment sentiment, adverse effects on the pharmaceutical industry, consumption and IT, and the coin industry.
We will summarize only the key points of why this agreement has unexpectedly exceeded market expectations, the perspectives of major Wall Street reports and remaining variables, and noteworthy individual events (drug price cuts, Apple's pricing policy, and the Trump family's Bitcoin jackpot issue).
If you read from now on, you can grasp the essence of this big deal, its impact on the global economy, and the next points in the investment market at a glance.


<h3>1. US-China Big Deal Negotiation Timeline and Significance</h3>
- 1st and 2nd Marathon Negotiations (Sat/Sun): US Secretary of Commerce Vesseant, Chinese Vice Premier He Lifeng, 10-hour and 4-hour intensive talks, accompanied by meals → interpreted as a positive atmosphere
- Trump publicly mentioned "Great progress with China, constructive reset negotiations" immediately after the meeting.
- Market expectations were mixed (agreement announcement? declarative? actual agreement?) → When the lid was opened, it concluded as a short-term big deal of 'tariff moratorium + 90-day negotiation.'


<h3>2. Key Details of Specific Tariff Reduction Agreement</h3>
- US...Tariffs on Chinese products reduced from 145% → 30%, a 115%p decrease, effective from the 14th
- China...US products lowered from 125% → 10%, a 115%p decrease
- Both countries enter additional negotiations for 90 days, the largest reduction in the history of US-China trade conflicts
- The market was shocked as the tariff cut was lower than initially expected 'maximum 50~80%'
- Suggests a joint response and negotiation mechanism to manage future uncertainties.


<h3>3. Market Impact and Wall Street Reaction to US-China Tariff Agreement</h3>
- Positive atmosphere spreads as both the US and China signal satisfaction.
- Underlying background: Continued economic slowdown in China (worsening PMI, manufacturing slowdown), increasing internal pressure↑
- Secretary Vesseant said, "Not decoupling, intent to defend strategic industries"
- The remaining 20%p tariff is related to fentanyl, and whether it will be resolved in the 90-day negotiation is a key point to watch.


<h3>4. Short-term/Mid- to Long-term Outlook from Wall Street Reports</h3>
- Deutsche Bank: Expectations of easing recession concerns and resolving policy chaos
- Morgan Stanley: Additional conditions required to realize the S&P 500 rally
  (Fed's dovish stance, Treasury yields below 4%, etc. not yet met)
- Seventh Report: Opposes complete optimism, remaining tariff (10%) burden, fundamental uncertainties, pre-emptive P/E of 21x burden, short-term to long-term intermediate position


<h3>5. Historical Context and Structural Dilemma</h3>
- Similar 'temporary moratorium' → breakdown → retaliation resumed → 1-step conclusion repeated after 18 months during the 1st trade war in 2018
- Fundamentally a structure where 'everyone's satisfaction' is impossible, conflicting mutual goals (trade deficit vs. full tariff withdrawal)
- Final completion within 90 days is opaque, potential for negotiation breakdown to repeat at any time.


<h3>6. Global Pharmaceutical/Healthcare Industry: Trump's Pressure to Lower Drug Prices</h3>
- Trump aims to link US government purchase drug prices to the world's lowest level (application of public insurance, up to 80% reduction)
- Past attempts → court invalidated → promises to supplement procedures this time, sharp drop in pharmaceutical companies' profitability if implemented, risk of reduced global investment in new drug development
- Some see overseas drug prices rising (↑ negotiation power), impact on major countries including Korea is inevitable
- US pharmaceutical stocks are plummeting


<h3>7. Major Events This Week (Consumption & Inflation Data)</h3>
- CPI (Consumer Price Index), core indicator expected to be 0.3%/Energy↓ flat
- Walmart sales, University of Michigan consumer sentiment index...Monitoring repeated consumption capacity
- Fed's benchmark interest rate adjustment signal, short-term rally and additional volatility dependent


<h3>8. Individual Company Hot Issues - Apple/Bitcoin</h3>
- Apple, tariff burden remains (20% fentanyl tariff), price increase based on the rationale of improving new model functions to defend profitability (up to $1299)
- Can't reveal as a price increase due to tariffs (Amazon↑, experience with Trump warnings), evaluation of sluggish AI innovation momentum, short-term stock price increase
- Trump family promotes Nasdaq bypass listing through merger of US Bitcoin mining company-Griffon, stock price ↑ 200%, ticker 'ABTC' planned


<h3>9. Overall Context and Key Points from an Investment Perspective</h3>
- Short-term 'tariff relief' good news, risk mitigation across the market is correct
- However, sustainability must be viewed coldly considering structural contradictions and historical repetition
- Volatility and policy issues accompanying each sector such as pharmaceuticals, consumption, IT/coin, recommended diversification of investment portfolio


< Summary >
Global economic outlook positively transformed with US-China's large-scale tariff reduction agreement, 90-day grace negotiation begins in earnest. Tariff width, market response, Wall Street outlook, and structural risks are all important. Pay attention to drug price cuts, IT, and coin sector sensitivities, and check policy and market variables.


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