Trump vs China: NO CHILL
Apr 10, 2025
So here’s what happened: U.S. markets got punched in the mouth on Thursday.
S&P 500: down 2.8% Nasdaq: down 3.5% Dow: off nearly 1,000 points 10-year Treasury yield: slipped to ~4.35%
This came less than 24 hours after one of the biggest rallies since WWII. Why the whiplash? Because Trump went full throttle on China.
After pausing tariffs on U.S. allies — which Wall Street loved — Trump turned around and slapped a 125% tariff on Chinese imports. Why? Beijing had just raised their tariffs on U.S. goods to 84%. Trump’s response: swing the bat harder.
Markets freaked. Analysts panicked. Headlines screamed.
But here’s the thing: this isn’t just politics — it’s strategy.
"We outsourced our economic muscle for 40 years. Now the bill is due."
Cheap imports gutted American towns. Globalization sounded smart in theory — but in practice? It meant empty factories, lost know-how, and entire communities replaced with gig work and Frappuccino's.
COVID exposed it. The U.S. couldn’t even make its own masks. Embarrassing? Absolutely. But also a wake-up call.
Now the tide is turning. Reindustrialization isn’t a buzzword — it’s a blueprint. Trump is betting Americans are ready to trade short-term pain for long-term gain.
Sound familiar? It should.
Reagan played the same hand in the ’80s. Japan blinked. Factories moved stateside. Jobs came back. The U.S. won.
This isn’t protectionism. This is leverage.
And whether you’re an investor, advisor, entrepreneur or builder — you should be watching closely.
The U.S. is reshuffling the global deck. This isn’t just about trade. It’s about power, sovereignty, and capital flows.
So while the media panics, you might want to ask:
Where is the smart money going next?
What gets built in the next America?
Because moments like this? They create fortunes.
Not for the loudest… but for the ones who read between the lines.