Let's be clear about what's happening in the markets.

The tariff war between Trump and China continues to circulate. But be careful, this is Trump playing his game, not necessarily the official stance of the United States. And here's the interesting part: when someone shouts "the wolf is coming" so many times without anything real happening, the market stops reacting with panic.

What does this mean for us? Simple. Each tariff threat generates less volatility than the previous one. Institutional traders have already learned the pattern. They launch the FUD, buy on the dip, sell when calm returns.

The curious thing is that while the headlines talk about a trade war, the macro fundamentals are following their own path. Global liquidity, interest rates, and capital flows are telling another story.

So, should we be worried? It depends on your time horizon. For swing traders, every tweet is an opportunity. For long-term holders, it’s probably background noise.