Confusion Surrounds US Customs Announcement Regarding Electronics Tariffs
The US Customs briefly announced an exemption for electronics from the recently imposed tariffs, only to be contradicted by a Trump advisor. Trump clarified that no exemption had been decided, stating instead that semiconductors would be reclassified without providing further details. This deliberate confusion has complicated decisions for businesses and fueled uncertainty in the markets, impacting the S&P 500 and Bitcoin.
Exemption Announcement Immediately Contradicted
On Friday evening, US Customs quietly issued a statement announcing the exemption of certain consumer electronics (smartphones, computers) from the new tariffs imposed by the Trump administration. Equipment used for semiconductor assembly was also included. This announcement briefly eased market concerns about the ongoing trade conflict.
However, the following day, White House advisor Stephen Miller denied any exemption for products from China, confirming that they would still be subject to a 20% tax. The vagueness surrounding the official communication has left analysts puzzled and companies on edge.
Trump: Firm and Unpredictable
Donald Trump attempted to regain control by posting a message on Truth Social: ‘No tariff exemption was announced on Friday.’ According to him, the taxes on semiconductors would simply be transferred to another customs category, without providing any concrete details. He promised further clarification on Monday.
When asked by journalists about the situation, Trump displayed his usual demeanor: ‘I am someone who is very flexible. I don’t change my mind, but I am flexible.’ He added, ‘Many things will happen. I don’t want to hurt anyone.’
A Calculated Strategy of Fog
Far from calming the situation, this sequence of events raises numerous questions. The Trump administration, known for its surprise announcements, seems to cultivate an atmosphere of deliberate uncertainty. For technology companies, especially those heavily reliant on Chinese imports, this strategic fog complicates logistical and tariff planning.
In this context, financial markets and cryptocurrencies are hesitant, with the S&P 500 fluctuating between $5,300 and $5,500, while Bitcoin hovers around $85,000, maintaining its recent increase.
As they await clear communication, market operators and industrialists must prepare for further abrupt adjustments. The coming hours could bring about more reversals, depending on presidential statements or new regulatory publications.
This episode serves as a reminder that American trade policy, under the Trump era, unfolds not only in official statements but also in the subtleties of social media.
