Major Bullish news? The White House 'AI Czar': The USA does not need to restrict chip exports to allies!
① David Sachs, the "Tsar" of AI and Cryptos at the White House, stated on Tuesday that the USA does not need to stop the Global spread of its AI Chips and technology to manage National Security risks; ② A few days ago, the Trump administration announced plans to lift the restrictions on advanced AI Chip exports imposed during the Biden era, namely the "Framework for Export Controls on AI Diffusion."
Express News | Trump Says China Agreed to Open Up; China To Suspend Non-Monetary Barriers
A major reversal in expectations for the bond market! Options Trading traders are increasing bets on the possibility that the Federal Reserve will not cut interest rates at all this year.
Options traders are aggressively establishing hedge positions to guard against the risk that the Federal Reserve may not ease MMF this year, with one increasingly growing position predicting that the Federal Reserve will not cut interest rates in 2025.
Evercore ISI: The bear market in the U.S. stock market has ended, and a "marathon-style" bull market is expected under the shadow of tariffs.
The investment bank Evercore ISI pointed out that the latest market rebound marks the end of the bear market in 2025, but unlike in the past, this bull market will not accompany sharp rises, but will instead show a slow and volatile advance.
Trump Floats 80% China Tariff, Says Many Trade Deals 'In the Hopper'
Federal Reserve's Barr warns: tariffs raise inflation and slow down the economy, the Federal Reserve may find itself in a dilemma.
1. Federal Reserve Board member Michael Barr warned that the trade policies of the Trump administration could raise inflation, slow economic growth, and increase unemployment, posing challenges for policymakers; 2. Barr believes that tariffs may disrupt global supply chains, creating sustained upward pressure on inflation and potentially exacerbating supply chain chaos.
