Trump shares can retreat from the handle, but bonds and currency markets cannot be easily affected as rapidly

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• President Donald Trump presented more volatility and uncertainty A number of consumer electronics and critical technological components are becoming a trade war. US technology companies and share shares are expected to increase, bonds and currency markets can be a different story.

President Donald Trump, the epic exchange rally is likely to exploit the “mutual tariffs”, but the bonds and currency markets can be a different story.

On Wednesday, US Stock Indices placed mass gains after announcing a 90-day break from some of the rise tariffs of Trump. This was shocked by the “Azadlig Day” tariff announcement in the world, helped the market cap to return some 6 trillion dollars.

In another twist, US customs and border protection was given New Leadership late on Friday night In its so-called interaction tariffs, To relieve a number of imports Like smartphones, computers, semiconductors, chips, flat panel TVs and basic technological components.

More stock earnings are likely to increase when the markets are reopened. One X the end of xatorWedbush Analyst called Ives Trump’s release “The best news that is possible for the technique investors” lifts a large cloud over the sector.

However, those who sell the latest dollars and treasury bonds, cancel a tariff for a tariff’s quick return, but cannot convince the currency and bond investors seeking long-term security.

Trump’s 90-day tariff breaks on Wednesday helped the treasury productive was high, but they restored their climbs in the week Although the shares rise, the gardens were sold.

This is US assets viewed as traditionally safe ventilated Losing this status With the former Treasury Secretary Larry Summers, in the dollar who warned US bonds as a market nation.

“George wandering on the market”, “George Saravelos, FX Research Global Head German bankThis is a note in a recent week, “Sunday said that the United States has lost confidence in the assets, so it sells US assets with themselves instead of paying the dollar liquidity.”

Earlier, noting that the Trump management seems to encourage the de-dollar, Saravelos said he played faster than expected. “It remains to see how regular this process can be regular,” he said.

Similarly, Minneapolis federal reserve president Neel Kashkari also pointed to the dollar and bond movements as the signs of investors turned away from the United States.

“Normally, when I saw the big tariff increase, I would wait for the dollar to go to the dollar at the same time and provide more reliability to the story of the revelation of investor’s advantages” Spoke to CNBC Friday.

To make sure, our mighty dollar has been predicted in the past without realization in the past. The Deuntization Trend has been working for years, especially Russia attacked Ukraine in 2022 and caused Sanctions to Moscow, who questioned the security of other countries.

Since then, central banks are loaded with Trump’s tariff strikes, because China, India, Brazil and other high economies are loaded in gold in gold, used non-dollar currencies.

However, the tariffs once exceeded the dominant view “American exception” Failure may start to overcome the debt “Exorbitant privilege” Enjoying the US.

Meanwhile The world has already experienced affidavit issues in AmericaTrump shocked traditional security allies and trade partners since the beginning of the office.

Now, the spread of tariffs for more than a century – they can be the beginning of a sustainable schism of a sustainable schism, as they are watered again and again.

“The market was damaged: The market re-evaluates the structural attractiveness of the dollar as the world’s global reserve currency and is carried out a rapid increase in a rapid growing process,” Saravelos said in a separate note. “Nowhere, this week, as it approaches this week, there is nothing clearer than in the currency and the US bond market and a combined collapse.”

This story was first displayed Fortune.com

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