🚨 BREAKING:

Trump says the U.S. trade deficit is down 78% thanks to tariffs.

If that number is real—and it sticks—that’s not just “good news.” That’s a structural shift: imports vs. exports, supply chains rerouting, and stronger incentives for domestic production.

But the real market story? 👇

Tariffs don’t only change trade. They rewire capital flows.

They can:

Strengthen or destabilize the USD

Push and pull Treasury yields

Squeeze trade partners and trigger responses

Move commodities

Shift inflation expectations

Reprice risk—yes, even crypto

So don’t trade the headline. Trade the confirmation.

✅ The only question that matters now:

Does the data back it up—and how fast do markets price it in?