The news about the court halting Trump's tariffs has fermented for a day, and various different voices and more information have been disclosed. It is actually quite similar to what I thought in the morning, that the Favourable Information of stopping the tariff hikes is about to run out, but concerns about the stability of American politics are beginning to rise. Since Trump took office, the perception has been that he holds all three powers, like a divine emperor. However, with the Federal Reserve's Chairman Powell singing a different tune and the judges' betrayals, Trump's authority is starting to be questioned.

The market inherently avers to risk. Initially, the market thought that the logic of trading through TACO could predict Trump's behavior, but the failure of Musk's DOGE, the information leak caused by the cabinet's incorrect group setting, the non-cooperation of Master Bao, and the court's ruling on the tariffs related to the Harvard incident have all intensified the market's concerns about Trump's grip on power and the stability of the U.S. political situation. However, this sentiment is still only beginning to surface, and further tracking of the fermentation situation is needed to determine whether the trend changes.