A sequence of events that could change a lot from now on.

1. 🔥 US imposes tariffs of up to 245% on Chinese products — and the target is strategic 🇨🇳

The White House has confirmed that China will face tariffs of up to 245% on products exported to the US.

The reason? Actions considered retaliatory by Beijing.

The new structure includes:
•125% reciprocal tariff
•20% linked to the fentanyl crisis
•And Section 301 tariffs, which range from 7.5% to 100%.

That last one is key: Section 301 allows for responses to unfair trade practices, such as forced technology transfer and intellectual property infringement.

The targets are sectors critical to China:
technology, automation, electric cars, aviation, robotics…

In other words: the US is not targeting volume. It is targeting China's industrial future.

2. 🌐 US tries to “surround” China with international support

Washington wants support from more than 70 countries to block the diversion of Chinese exports via third parties.

It is an explicit attempt at China’s geoeconomic isolation — and marks a new chapter in the struggle for global influence.

Those who export based on Chinese inputs may be directly impacted.

3. 💥 Trump hits Nvidia (-7 ,5 %) — and sends Nasdaq tumbling

The government has imposed a new licensing requirement for chip sales to China, taking direct aim at Nvidia.

The estimated impact? US$5.5 billion, according to the company itself.

Nvidia shares have plunged 7.5%, dragging the Nasdaq down more than 2% on the day.

But the most serious thing is the message behind it:

the technology sector is vulnerable — both to geopolitics and regulation.

4. 🚨 US uncertainty index hits all-time high 🇺🇸

The index measuring uncertainty about economic policy in the US hit its highest peak on record.

Neither pandemic, nor previous trade war, nor elections. Now it's worse.

The market simply doesn't know what to expect from American economic policy.

5. ⚠️ S&P 500 concentration explodes

The 10 largest stocks in the S&P 500 index now represent almost 38% of the entire index.
Highest concentration since the 1960s.

What could happen to the American market now that tech is the target of tariff and geopolitical wars?

The fact is: diversification is dead — and that increases the risk of a synchronized correction.

6. 🟡 Gold hits new all-time high: US$3,330

With +3% on the day and +42% in 12 months, gold hit the highest price in history.

The market is rushing to safety — and it’s been a long time since we’ve seen such a clear move in that direction.

It's the classic response when the system seems unstable: get out of danger, get back to the metal.