How to Trade Trump’s Tariff Headlines: The Playbook for Market Chaos
When Trump tweets, markets move — here’s the repeating tariff cycle traders can use to navigate the chaos.
Well, Friday was fun… right?!
Trump wasn’t happy with China, and the markets got a good old-fashioned liquidation rug pull.
A few of his greatest hits:
TRUMP: CHINA BECOMING VERY HOSTILE
TRUMP: MANY COUNTERMEASURES UNDER CONSIDERATION ON CHINATRUMP: I WAS TO MEET XI IN TWO WEEKS, NOW SEEMS NO REASON TO DO
TRUMP: CALCULATING INCREASED TARIFFS ON CHINESE PRODUCTS
But then on Sunday, it was apparently all a big misunderstanding… 
TRUMP: HAVEN’T CANCELED XI MEETING
TRUMP: DONT WORRY ABOUT CHINA, IT WILL ALL BE FINE
Welcome back to headline roulette.
So, what now?
The price action over the next few days will be super telling…
We get to see exactly how this bull market handles the classic bad news ➝ good news ➝ whipsaw cycle.
(And just a heads up, it’s Columbus Day today: stocks open, bonds closed.)
Anyway, whilst putting together a timeline of events and mapping out trade ideas for next week, I came across this excellent summary from the Kobeissi Letter on X…
THE TARIFF PLAYBOOK
If tariffs start dominating the headlines again, this is a pretty decent roadmap to follow. 
Let’s see how this all plays out… (Though I do wonder if Xi just poked a market nerve with the rare earths move… but hey, what do I know…I just trade price 
)
Remember, there’s no rush… There will be plenty of opportunities over the next few days.
Lock in on one or two markets, pick your spots, and stick to your process.