US-China Trade Truce: Why Smart Money Isn't Celebrating | BOTE Finance Institute Analysis<br /><br />Markets cheered the tariff ceasefire - but our research reveals hidden risks every investor must know:<br /><br />⚠️ The Reality Behind the Rally<br />• 90-day truce masks structural US economic weaknesses<br />• Inflationary pressures continue building<br />• Dollar's global role under threat<br /><br />💡 BOTE Finance Institute's Contrarian Plays<br />✅ Overweight: Energy/Commodities (inflation hedge)<br />✅ Selective: Domestic infrastructure stocks<br />✅ Underweight: Consumer discretionary (margin risk)<br /><br />🌐 Geopolitical Fallout<br />• Beijing gains long-term negotiating leverage<br />• De-dollarization accelerates<br />• Supply chain fragility remains<br /><br />"This isn't a solution - it's a timeout before the next crisis"<br /><br />BOTE Finance Institute Macro Strategy Team<br /><br />3 Critical Moves Now:<br />1️⃣ Reduce exposure to tariff-sensitive sectors<br />2️⃣ Position for Q4 volatility surge<br />3️⃣ Hedge against dollar weakness<br /><br />Get Ahead With Institutional Research:<br />https://www.boteros.com/<br />https://x.com/BOTEInstitute<br />https://www.instagram.com/botefinanceinstitute/<br />https://medium.com/@BOTE_Finance_Institute<br />https://www.facebook.com/profile.php?id=61550794798990<br />
