Week of 4/17/2025 | Episode 9/12 -
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📌 Topics Covered This Week:
🔹 Tariff Timeline: From Market Panic to Power Plays
• April 5: Markets in China, Japan, and Taiwan plunge after U.S. tariff escalation
• April 8: China responds defiantly — “we’ve been here 5,000 years, we don’t need America”
• April 10: Trump pauses tariffs for 90 days, triggering $3.5T in market gains
• April 13: U.S. imposes 104% additional tariffs; Amazon cancels China inventory orders
🔸 Related Segments:
— Kevin O’Leary demands 400% tariffs
— Apple secretly flies in iPhones before tariff hit
— Goldman Sachs reverses recession forecast
🔗 Bloomberg | CNBC
🔹 China Sues U.S. via WTO — But Claims It Doesn’t Need America
• China files official complaint with the World Trade Organization over U.S. tariffs
• Chinese officials claim the U.S. is an “unreliable partner” and cite China’s 5,000-year resilience
• The Chinese yuan crashes to an 18-year low, fueling global trade anxiety
🔸 Related Segments:
— Chinese companies flee to Cambodia to bypass tariffs
— Yuan’s crash and global market ripple effects
— Smart city tech: From China to the world
🔗 WSJ | SCMP
🔹 Is Trump Using Tariffs to Pressure the Fed on Rates?
• Analysts suggest Trump’s aggressive tariff strategy may be aimed at forcing the Federal Reserve to cut interest rates
• The tariff pause is seen as a calculated move to manipulate inflation data and increase market pressure
• Critics warn this could create short-term gains but long-term economic instability
🔸 Related Segments:
— 90-day pause leads to 7% S&P surge
— Trump’s historical reference to tariffs as pre-income tax policy
— Fed’s quiet resistance amid White House pressure
🔗 Financial Times | The Hill
🔹 Trump Under Investigation for Insider Trading Amid Tariff Pause
• Federal officials are probing whether Trump allies benefited from advanced knowledge of the 90-day tariff pause
• Points of focus include:
— Suspicious ETF and defense stock purchases
— Timing of Trump’s “good time to buy” remark
— Private briefings to donors and hedge funds
🔸 Related Segments:
— Eric Trump’s ETH comment and dump via @worldlibertyfi
— Surge in market caps post-tariff announcement
— Amazon inventory shifts as a reactive signal
🔗 Reuters | Bloomberg
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