Major U.S. signals have landed! Tariffs + rate cuts—where things are headed is clear at a glance

The latest remarks from the U.S. Treasury Secretary explain the bigger picture:
1、Tariffs will be restored before early July. By reopening trade barriers via compliant channels, short-term market volatility will increase, which is a short-term negative sentiment
2、He directly said the Fed made a mistake in its inflation assessment— the U.S. economy is strong, and core inflation continues to trend downward
The longer it’s delayed, the larger the subsequent rate cut will be
3、The Middle East conflict has not yet impacted the economic fundamentals, so there’s no need to overreact or panic

Summary: Trade and geopolitics are just short-term noise
The rate-cut cycle is the core mainline of the bull market. Long-term logic remains unchanged—just focus on short-term volatility.
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