Title: Policy Whipsaw — Strategic Retreat or Tactical Bluff?
Last week’s temporary tariff exemption by the White House looked like relief on the surface—but under the hood, it may have been something entirely different.
Just days earlier, we saw a sharp and sudden spike in the 30-year yield—a move significant enough to shake confidence and potentially force the administration’s hand. In moments like these, policies don’t just get “paused” without reason. That pause may have been less about economic relief and more about managing market exposure.
So, what really happened this weekend?
There’s a possibility that backdoor negotiations or arrangements were quietly in motion—something that needed time to mature. The exemption may have been a calculated step back to let those deals settle, give key players a chance to reposition, and avoid a premature blow-up.
But now, with the White House signaling that new tariffs—especially on broadly defined semiconductor categories—are back on the table, the question becomes: did that backroom deal fall through?
Or was the pause always a bluff, designed to create a false sense of calm while insiders found their exits?
Either way, this isn’t a course correction—it’s a policy whipsaw. And retail investors, as usual, may be the last to know they’re caught in the middle.
Shawn
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