The president who most enjoys disrupting markets, Trump, has made a move again this past weekend. As the saying goes, his actions were fierce and fast, and he seems to read the market’s rise and fall like a true master. After stirring turmoil—especially in the cryptocurrency space—with his provocative tweets, he then reassured the market by saying "it’s nothing," which helped trigger a rebound. After several rounds of toying with market sentiment, the question now is: can this tactic still work this time?We have previously emphasized two main factors likely to influence the market: one is Trump’s own health condition and the internal uncertainties it brings to the US; the other is the evolving relationship between China and the US. Of course, the trigger for the China-US relationship chang

The October time window has arrived again. During the National Day period, we already reminded everyone to pay attention to the special news that often occurs at this time, as it tends to trigger significant volatility in the U.S. stock market. Since the tariff war began, most of the top ten countries and regions trading with the U.S. have reached framework agreements with the United States (though actual implementation details remain unclear). However, the most critical issue—the China-U.S. tariff dispute—has had many positive signals but little substantive progress (such as China restarting purchases of U.S. agricultural products and tariffs on fentanyl). Therefore, when President Trump announced on Friday evening to double tariffs on Chinese goods, it was not too surprising, as the part

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