📉 How to survive the Chaos

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Good morning!

Tariff turmoil, a wild swing, and big questions about America’s manufacturing future, today’s edition dives into the dramatic swings on Wall Street, Trump’s sweeping new tariffs on China and the EU, and whether all this economic chaos could actually bring jobs back home. Plus: why even Treasuries aren’t safe anymore.

Grab your flat white and let’s break it down ☕️👇️ 

Markets

BREAKING - CHINA STRIKES BACK WITH 84% Tariff (this is a breaking story added after Investing Journal was scheduled to send, to read more check out this live feed)

🎢 Hugely Volatile Tuesday
Markets flipped hard Tuesday, what started as a massive rally turned into a late-day nosedive. The Dow dropped 300 points, erasing a 1,500-point surge, while the S&P 500 fell 1.6% and the Nasdaq slid 2.2% after soaring earlier in the day.

Investors are jittery over the Trump administration’s tariff threats, with no sign of retreat yet, despite ongoing talks with key allies like Japan and South Korea. China's retaliatory move last week only fueled the uncertainty, leaving Wall Street on edge.

Tariffs went into effect overnight, With markets around the world suffering. The Stoxx Europe 600 Index sank 2.3%

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🏭️ Can Tariffs Bring American Factories Back To Life?
Trump’s tariffs are aimed at reviving U.S. manufacturing, but experts aren’t buying it. Labor costs remain a huge hurdle, with American workers earning over $70K a year, compared to $13K in China and just $2.3K in India.

Despite the rhetoric, the U.S. is still a top global manufacturer, just one that focuses on high value goods, not mass production. For many companies, it’s still cheaper to pay the tariff than bring jobs back home. So can tariffs really bring American factories back to life?

🇨🇳 The humongous 104% tariff on China is live
The staggering 104% total duty now hits Chinese goods, made up of layers: 20%, then 34%, then a last-minute 50% hike signed Tuesday. Despite warnings from CEOs and economists, Trump’s team is standing firm, with trade advisor Peter Navarro declaring tariffs “non-negotiable.” Meanwhile, Citi slashed China’s growth forecast to 4.2%, and more cuts from Wall Street could follow.

🇪🇺 The EU Scrambles to Respond
The EU just got blindsided by its ally. With Trump’s latest tariffs hitting 70% of EU exports, valued at over €532 billion, Europe is now stuck between retaliation and restraint. Trade ministers met in Luxembourg, vowing unity and resolve, but left without concrete action. France called the U.S. move "aggressive and arbitrary," while EU officials hinted at countermeasures, but also warned that escalation could hurt Europe’s own economy just as much.

🚨 Big Bond Sell Off
Even Treasuries aren’t safe anymore. Investors are dumping U.S. government bonds, the ultimate “safe” asset, as the tariff-driven market chaos deepens. Hedge funds are unwinding risky “basis trades,” and spreads are collapsing across the board.

Quick News

• A Rollercoaster Market Means Investors Should Sit Tight.

• Trump savages "rebel" Republicans trying to quash his tariff powers.

• Republicans are going public with their growing worries about Trump's tariffs.

• Tackle your credit card debt with 0% interest until nearly 2027 *

• Economy China says it will continue to take ‘resolute and forceful’ countermeasures as U.S. tariffs kick in.

Investing

Last week’s market meltdown was historic. The S&P 500 dropped 4.8% on Thursday, then sank another 6% Friday, a staggering 10.5% two-day loss, ranking among the five worst since 1950. Only 1987, 2008, and 2020 compare.

As chaos hit Wall Street, Ben Carlson was heading to a Florida waterpark with his family, a reminder that life goes on, even when markets fall apart. His point? Don’t let panic drive your decisions. You can't control the markets, but you can control your strategy:

• Automate smart habits

• Diversify

• Ignore short-term noise

Nick Maggiulli adds that the market’s now 17.6% off its February highs, and recoveries take time. Knowing that helps investors stay grounded when everything feels like it’s spinning. Volatility is part of the journey. Planning is your lifeboat.

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