Trump pausou tarifas por 90 dias e reduziu para 10%, causando disparada de Wall Street com S&P 500 subindo 9,5% e Nasdaq 12%. Presidente mantém pressão sobre China com tarifas de 125%, enquanto mercados globais recuperam trilhões em perdas acumuladas na semana anterior.
Folha de S.Paulo
· Apr 09, 2025
· economy
· 4 min read
High
Sourcing: Verified
S&P 500 tem melhor dia desde 2008 após Trump recuar em tarifas
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Economy & Finance
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Geopolitical Impact
🌎
Trump's surprise 90-day tariff pause triggers massive market rally (+9.5% S&P 500), but escalating China tariffs to 125% signal continued trade war tensions with selective de-escalation.
Escalation Risk
moderate
Confidence
HIGH
United States
China
European Union
Global financial markets
Emerging markets
Trump demonstrates market-responsive negotiating flexibility while maintaining pressure on China, signaling selective protectionism. 75 countries' diplomatic engagement shows coordinated resistance to broad tariffs, constraining U.S. unilateral action. China-U.S. bilateral tension deepens despite broader pause.
Similar to 2018-2019 trade war cycles where Trump alternated tariff threats with negotiations, creating market volatility. The selective targeting of China mirrors Cold War-era strategic decoupling rather than blanket protectionism.
Economic Lens
📈
Trump's 90-day tariff pause triggered S&P 500's best day since 2008 (+9.5%), adding $4.3T in market value, though escalated China tariffs to 125% maintain trade tensions.
Market Signal
mixed
Confidence
HIGH
Technology
Consumer Discretionary
Industrials
Energy
International Trade
Manufacturing
Retail
Consumers benefit from reduced near-term tariff uncertainty and lower import costs on goods, potentially moderating inflation. However, elevated China tariffs (125%) may still increase prices on Chinese-sourced products. Wealth effect from stock market gains may boost consumer confidence and spending.
The tariff pause suggests Trump administration may pursue negotiation-based trade policy rather than blanket protectionism. However, escalated China tariffs indicate hardline stance persists on specific adversaries. Congress may face pressure to address trade policy clarity. International trading partners may accelerate bilateral negotiations during the 90-day window.