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Trump's China tariffs have gone into effect. China has imposed additional 50% on U.S. imports

From the April 9 2025 Financial Times (I have a trial subscription, but one can 'share' something like 10 articles/month if have a full sub)

https://www.ft.com/content/0005e091-930d-46ff-9e81...

Headline "US Treasuries sell-off deepens as `safe haven' status challenged"

Gist of the article:
US treasuries are getting challenged as the global fixed-income safe haven. Furthermore, hedge funds apparently have trillions of dollars invested in certain highly leveraged treasury-based trades. Sources in the article suggest that Fed intervention will be needed to bail them out, like today, to prevent a full crisis.
(Perhaps the hedge funds are promoting this narrative, but some neutral sources were quoted that expressed significant concern).

Hedge funds with highly leveraged positions worth trillions or dollars may be threatening the stability of the financial system?
Who would have guessed?
Also, who would have guessed that "the law of unintended consequences" would manifest if you start screwing around with a complicated system?

People either don't think this stuff through, or more likely, just don't care. The US standard of living is highly dependent on other countries financing it by producing good cheaps and financing the huge debt. For some reason people think you can just close up the borders and nothing will change. Just a horrible destructive economic plan so far.

Yes, as the trade deficit shrinks the current account surplus shrinks as well...

Balance of payments makes it so.

The subject line of this thread is a bit underwhelming, as my not that young any more heart was just close to a heart attack:

a) Waking up in the middle of the night somewhere around 1am here in New Zealand I made a coffee to survive the remaining 40min until NYSE opened. Sold some Berkshire Sep puts. Going to bed again.
b) Waking up at 7:30am (3:30pm New York) I made a coffee, looked at the market --- and was in a great hurry to login and to buy those puts 10min before the close back for 1/2 the price I sold them a few hours ago.

This can't go on. This waking up in the middle of the night around the time NYSE opens hapened each of the last days. Apparently not by coincidence, but by my unconscious now being conditioned to wake me up at that time. Your president gives me a bad sleep and eventually a heart attack!

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