Yazı: Luke, Mars Finans
12 May 2025, the global market welcomed a turning point. The Ministry of Commerce of China issued a joint statement on the China-U.S. Geneva economic and trade talks, announcing a 90-day suspension of additional tariffs on U.S. goods, retaining a 10% basic tax rate, while canceling the non-tariff countermeasures implemented since April 2. The United States promised to adjust tariffs on China before May 14, suspending some rates, retaining a 10% baseline tariff, and withdrawing the additional tariffs from early April. As soon as the news broke, risk assets surged collectively: U.S. stock futures rose sharply, the yield on 10-year government bonds reached a recent high, and the cryptocurrency market was stirred up.
Bu sahne bir tesadüf değil, 20 Ocak 2025'te Trump'ın Beyaz Saray'a ikinci kez dönmesinden bu yana bir başka hassas operasyondur. Tecrübeli bir yönetici gibi, Trump gümrük tarifeleri, müzakereler ve politika ayarlamaları ile küresel bir ekonomik gösteri sahneledi. Her adımı titizlikle hesaplandı, hem piyasa sinirlerini tahrik etti.