Immediate Relief Rally: European markets surged as the Feb 1 tariffs evaporated. DAX 40 +1.2%, FTSE 100 strong, Dow & S&P nearly back to pre-tariff levels. Export-heavy sectors just got a huge breather. 📈 Policy Volatility Reminder: Even with relief, markets are on edge. Trade policy is now a high-stakes bargaining chip — one tweet or diplomatic update can swing sentiment instantly. ⚡ Big Winners: Automotive & Manufacturing: German & Italian producers dodged 10–25% tariffs ✅ Luxury Goods: French wine, champagne, fashion — safe for now 🍷👗 Defense: “Golden Dome” missile shield spotlight renews interest in contractors 🛡️ Strategy Insight: With tariffs shelved, export-heavy sectors can reclaim lost January margins. Rotation into European Industrial ETFs (VGK) looks smart. Relief is real, but stay ready for the next policy twist. 💡 Takeaway: Greenland “truce” may be temporary, but today’s market bounce is very real. Catch the wave before the next headline hits!
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🚨 #TrumpWithdrawsEUTariffThreats – The “Greenland Truce” & Market Bounce 🚨
Immediate Relief Rally:
European markets surged as the Feb 1 tariffs evaporated. DAX 40 +1.2%, FTSE 100 strong, Dow & S&P nearly back to pre-tariff levels. Export-heavy sectors just got a huge breather. 📈
Policy Volatility Reminder:
Even with relief, markets are on edge. Trade policy is now a high-stakes bargaining chip — one tweet or diplomatic update can swing sentiment instantly. ⚡
Big Winners:
Automotive & Manufacturing: German & Italian producers dodged 10–25% tariffs ✅
Luxury Goods: French wine, champagne, fashion — safe for now 🍷👗
Defense: “Golden Dome” missile shield spotlight renews interest in contractors 🛡️
Strategy Insight:
With tariffs shelved, export-heavy sectors can reclaim lost January margins. Rotation into European Industrial ETFs (VGK) looks smart. Relief is real, but stay ready for the next policy twist.
💡 Takeaway: Greenland “truce” may be temporary, but today’s market bounce is very real. Catch the wave before the next headline hits!