Overview

• Donald Trump is expected to announce new tariffs targeting the semiconductor industry, reflecting inconsistent US trade policies that have unsettled global markets.
• China's exports have surged unexpectedly, with a 12.4% increase in March, showcasing its resilience and strategic efforts to counter US tariffs.
• Chinese authorities are reportedly instructing airlines to halt purchases of Boeing aircraft, signaling a strategic decoupling from US industries.
• US Federal Reserve officials warn that Trump's tariff policies represent one of the most significant economic shocks in decades, creating uncertainty for future economic growth.
• Temporary exemptions for electronics and auto parts contrast with planned tariffs on semiconductors, highlighting the unpredictable nature of US trade measures.