Markets are celebrating like China tariffs are being lifted - they’re not. This isn’t the end of trade pressure

Trump might lower tariffs on China to 50–65%, and Wall Street is cheering like it’s a full rollback. Reality check: that’s still massively high and economically damaging. Trump is confusing people - and the market’s falling for it.

People underestimate how deeply tariffs reshape supply chains. This isn’t just about higher prices on imports - it’s about long-term disruption to how businesses operate, invest, and compete. Companies either move operations, find new suppliers, or eat the cost. Consumers always end up paying more.

A “cut” to 50%+ doesn’t solve the problem—it locks in trade barriers and normalizes uncertainty. The market’s reacting to headlines, but the long-term impact is still inflationary, disruptive, and anti-growth.