Insider Moves: Big Gains and a New Name
But is the tariff storm over?
🌏 U.S.–China Trade Truce: Relief, Risks, and the Illusion of Reindustrialisation
The biggest macro story this week? A surprise tariff truce between the U.S. and China. After months of escalations, U.S. President Donald Trump has agreed to slash punitive tariffs on Chinese goods from 145% to 10% for a 90-day period. The reversal was framed in Washington as a strategic timeout; in Beijing, it was hailed as a political win.
Markets rallied, GDP forecasts jumped, and nationalist voices declared “a great victory.” Goldman Sachs revised its 2025 China GDP forecast up to 4.6%, while JPMorgan went further with 4.8%, citing stabilised exports and renewed trade flow expectations. China also eased its ban on Boeing aircraft and hinted at loosening rare earth controls. For now, it seems, the world’s two largest economies have blinked—if only briefly.
💼 Watchlist Outperformance
The S&P 500 advanced, as we captured upside momentum across key names. In a market driven by both headlines and hesitation, our approach remains consistent: identify high-conviction winners early, manage downside risk, and ride the waves when tailwinds appear.
🧠 One of our picks surged over 20%, and after deep-dive research, we added a new name to the list—strategically, not emotionally. Curious which stocks made the cut—and why the return of manufacturing may be more myth than material opportunity? Tap into this week’s Premium Edition for the full breakdown. ⬇️