🧭 What This Week’s Tariff Truce Means for Traders

The U.S. and China just called a 90-day timeout on their tariff war - and markets wasted zero time pricing it in.

Author

Jason Paloma
May 18, 2025 • Estimated Reading Time: 4 minutes

🧭 What This Week’s Tariff Truce Means for Traders

The U.S. and China just called a 90-day timeout on their tariff war - and markets wasted zero time pricing it in. From Boeing's bounce to Temu's tariff relief, this isn't just geopolitics... it's pure trading fuel. Here’s the 5 key takeaways from this week’s news.

1. Short-Term Relief Rally Is Real

The market loves clarity, and this 90-day pause gave it just that. Traders have already bid up equities tied to global trade - with Boeing, shipping, and retail importers leading the charge.

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2. Retail & Fast Fashion Just Got a Lifeline

Temu, Shein, and every low-cost importer dodged a tariff nuke. The de minimis rate drop from 120% to 54% makes their U.S. shipping economics way more viable. Watch for renewed chatter (and volatility) in retail-adjacent names.

3. Boeing and Industrial Names Are Back in Play

China lifting the Boeing jet delivery ban was a massive signal. Not only is Boeing rallying, but so are peripheral players in aerospace, defense, and logistics.

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4. Don’t Forget — It’s Only 90 Days

We've got 90 days of tariff chill - not a happily-ever-after. Markets are hyped for now, but one spicy headline and the risk-on party could end real quick.

5. Commodities and Rates Will Reprice Too

A de-escalation in trade pressure could dampen inflation expectations - which means rates, gold, and the dollar may react accordingly. Keep an eye on treasury yields and GLD; macro flows could quietly reverse under the radar.

✌️ Thanks for vibing with us. Hit reply and let us know your take on this tariff truce.

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