From a trading perspective, policy easing is not a trend reversal; timing is more important than direction.

From a trading standpoint, the most common mistake triggered by the "cancellation of tariff threats" is equating it with a trend-level shift. In reality, policy statements often lead to changes in volatility structure rather than a complete reversal of direction.

In this context, a more suitable strategy is:
First, reduce the pricing of extreme risk-avoidance events and diminish emotional premiums;
Second, focus on rebound opportunities in previously suppressed risk assets;
Third, avoid heavily betting on a single policy message.

What the market truly rewards is not the fastest to receive news, but those who can judge the "impact level" of the news. Trump’s statements influence the short-term sentiment layer, not the long-term fundamentals. Understanding this is key to maintaining an active stance amid market fluctuations, rather than being led by news.

In one sentence: This is not the beginning of a "great positive era," but a signal of risk being temporarily eased and the rhythm switching.