U.S. President Donald Trump was fair to market crowds, when he generously left a brief note on his Truth Social platform, which sounded like a perfect and timely trading signal. Early in the morning on Wednesday, April 9, Trump's message read: "THIS IS A GREAT TIME TO BUY!!! BE COOL! Everything is going to work out well”. His usual charm routine "The USA will be bigger and better than ever before!” as an enhancement slightly confused investing minds, as he actually combined the rather abstract conclusion on economic bargains for America with a much more concrete asset purchases' agenda. However, Trump's undisguised call to buy and a well-known biblical saying, "according to your faith so shall it be", have made all the rally believers rewarded sooner than most of them expected.

Several hours later, it became very clear to everyone from Trump's more official announcement, why this was supposed to become such a great moment to buy U.S. stocks. The Dow Jones Industrial Average rose nearly 3,000 points, or 7.87% in one trading session, while the S&P 500 broad barometer of Wall Street added 9.5%, and the tech-heavy NASDAQ Composite soared 12.2% before the closing bell of the day. Needless to say that the bullish rally in equities resumed in such a powerful way to follow a 90-days pause for the so-called reciprocal tariffs between the U.S and more than 75 countries, previously considered as a mortal threat to international trade. The pause gesture included 46% for Vietnam, 20% for the EU, 24% for Japan, 32% for Taiwan etc. Before this day, both Donald Trump himself and some members of his team just commented that tariffs can be permanent, but it could still be negotiated as an option at some point. And now it has finally become evident even to market sceptics that the frightening sizes of some tariffs originally represented a starting position in order to make all others horse-trade for mutually suitable conditions.

Trump himself, and U.S .Treasury Secretary Scott Bessent later, confirmed tariff pausing is needed as a relief to give enough time to negotiate thoroughly in case of each country. These formulations essentially ended the panicky negative effects of the trade war, making it clear once and for all that the whole tariff project was designed as a tool of negotiation, to make horse-trade and not a plain or self-sufficient tariff war. Trump's decision has slapped 125% tariffs on China alone, citing "the lack of respect that China has shown to the World’s Markets", a direct consequence of China's latest move to impose as much as 84% tariffs on US goods, up from the 34% previously announced.

if tariffs are low enough for all others, say, due to future agreements on changing the structure of trade turnover, but they are prohibitive for China, then such a situation will not last long, so that benefits for the entire world and a special severe law for China will also lead to nothing other than mutual concessions between Washington and Beijing in the end. The fact that China rejected this path from the very beginning did not go unnoticed by Trump, while no one else played hardball to receive proper treats already. The world has not united around China in an attempt of tough and rather futile resistance, but is calling Washington offices, looking for soft solutions. Trump is certainly not going to kill world economy. He is simply negotiating according to his own classic book on how to do it in order to achieve the result he needs. After shocking effects and panic, when the peak of a psychological influence is reached and tough arguments worked enough, he emphasizes the need for flexibility in decisions, mentioning that sometimes you have to “go under, over, or around a wall” to achieve the result.

And now we have the U-turn reversal pattern on all the three major U.S. indexes, as well as all major big techs. The stock rebound is more than convincing, because the reasoning behind it is strong. The bounce is still smaller, and the further share price dynamics is still under question only for Apple, which is more dependent than other flagship U.S. businesses on production chains in China and cannot assemble too expensive iPhones in America. For every other tech giant, the future will not be totally cloudless, of course, but the market bottom is almost certainly passed. And so, not only was it a great time to buy, believing in yesterday, but it is still a great time to buy so far, when the major stock recovery confirmed. If the rebound so far has "only" reached the 5,400 level in S&P 500 index terms, after a low near 4,800, then the minimum target can be set at 5,850, if not even above 6,000 again, when all the dust after a lasting negotiation period finally settles.