SHORT: Breakdown Till the Close
They sent Captain America aka Bessent to deal with the authoritarian Chinese, only to cut tariffs lower than what his boss would naturally do.
Then Captain America talks about a surplus, which is going to be a big deficit.
Captain America highlights that from all his pauses the US was able to net $6 billion from US imports for all the theatrics.
As a result, we will see a breakdown going into the close.
As fundamentally nothing good is coming out of any of this.