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Trump Extends China Tariff Deadline by 90 Days — Mark This New Date

Trump Delays China Tariffs, Extending Trade Truce and Stirring Business Uncertainty


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U.S. President Donald Trump has granted a 90-day extension to the current trade truce with China, pushing back the deadline for steep tariff increases on Chinese imports. The move, announced late Monday via Trump’s Truth Social account, has temporarily averted a triple-digit tax hike that many American businesses feared would hit just as they prepare for the crucial holiday retail season.

Under the new timeline, higher tariffs will not take effect until 12:01 a.m. EST on November 10. All other aspects of the agreement between Washington and Beijing will remain in place, offering a temporary reprieve but no long-term resolution to the ongoing trade tensions.


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Source: Truth Social


Extension Comes Ahead of Critical Holiday Period

Retailers across the United States have been bracing for potential cost increases on imported goods, particularly consumer electronics, clothing, and household items — many of which are heavily sourced from China. With the original tariff deadline set for this Tuesday, importers were scrambling to build up inventory ahead of the Christmas shopping season.

Analysts say the extension will ease immediate pressure on businesses, but it also prolongs the uncertainty surrounding U.S.-China trade policy. “This buys retailers time,” said Laura Chen, a senior trade analyst at Pacific Economics Group. “But it’s not a solution. Companies can’t make long-term investment or sourcing decisions when the policy could change overnight.”

Stockholm Talks Paved the Way for Delay

The decision to extend the truce appears to be the result of back-channel diplomacy that began months ago. U.S. and Chinese trade officials met in Stockholm in July, following earlier talks in Geneva in May, to address mounting tensions after both sides escalated tariffs in the first half of the year.

In the July negotiations, China responded to U.S. tariff hikes by imposing 125% levies on American goods after Washington had raised its own taxes on Chinese imports to 145%. The confrontational moves threatened to derail trade flows entirely between the world’s two largest economies.

However, following the Geneva meeting, both sides agreed to scale back some of the most punishing measures. China reduced duties to 10%, while the U.S. lowered its tariffs to 30%. Monday’s announcement of a further delay suggests both governments are at least willing to avoid an immediate escalation.

Trump’s Public Demands on China

In his Truth Social post, Trump framed the extension as part of a broader strategy to reduce the U.S. trade deficit with China. He specifically called on Beijing to dramatically increase its purchases of American agricultural products — particularly soybeans — stating that he wants those purchases to “quickly quadruple.”


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Source: Truth Social


The president has long used tariffs as leverage to push for more favorable trade terms. However, his history of abrupt policy shifts has made it difficult for businesses to predict which measures will stick. In April, he introduced a “reciprocal tax” on certain imports, only to suspend it days later before reintroducing it in a modified form last week.

“This is vintage Trump,” said Daniel Porter, an international trade expert at Georgetown University. “The unpredictability is part of the negotiating tactic. But it comes at a cost: businesses can’t plan, and markets hate uncertainty.”

Policy Whiplash for U.S. Businesses

The president’s shifting stance on tariffs has been a recurring theme since the trade war began during his first term. While his supporters argue that the threats and sudden changes are strategic, aimed at keeping adversaries off balance, critics say they create a climate of instability that discourages investment.

For many U.S. firms, especially those dependent on Chinese manufacturing, the constant changes force them into reactive mode — expediting shipments, adjusting supply chains, or passing costs to consumers. Smaller companies, with less ability to absorb such shocks, are particularly vulnerable.

The 90-day delay gives companies a brief respite but no clear signal on what to expect beyond November. “If you’re a manufacturer negotiating contracts for 2026, how do you price goods when tariffs could be anywhere from 0% to 145%?” asked Karen Morales, CEO of a mid-sized electronics importer in Texas.

Impact on Global Markets and Crypto

News of the tariff delay sent mixed signals through financial markets. While some investors welcomed the extension as a sign of temporary stability, others remained cautious, noting that the fundamental disagreements between Washington and Beijing remain unresolved.


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Source: CoinMarketCap


Interestingly, the cryptocurrency market also reacted. Analysts say that major geopolitical trade decisions, particularly involving the U.S. and China, can influence crypto assets indirectly through shifts in investor sentiment and currency flows.

As of Tuesday morning:

  • Bitcoin (BTC) was trading at $119,026, down 0.19% after briefly touching an all-time high yesterday.

  • Ethereum (ETH) slipped 0.44% but still held above the $4,000 mark.

  • XRP saw a steeper drop of 1.74%.

  • BNB bucked the trend, rising 0.22% to $811.23 amid reports of increased corporate treasury accumulation.

While the correlation between trade policy and crypto performance is not always direct, heightened economic uncertainty often drives some investors toward digital assets as an alternative store of value.

Possible Ripple Effects in Asia and Beyond

The extension could have ripple effects beyond U.S.-China trade, potentially influencing negotiations with other major economies. Trump hinted that his administration may soon turn its attention to India, suggesting that tariff adjustments could be on the horizon there as well.

For Asian economies, particularly those that compete with China in manufacturing, prolonged U.S.-China tensions can present both risks and opportunities. Some companies may shift production to countries like Vietnam, Thailand, or Indonesia to avoid tariffs, while others may face new barriers depending on Washington’s next moves.

Looking Ahead to November

With the new deadline set for November 10, both Washington and Beijing face pressure to find a more durable arrangement before the holiday retail rush concludes. However, given the history of last-minute changes and the president’s willingness to alter course without warning, businesses are unlikely to let their guard down.

For now, the tariff delay offers breathing room — but also underscores the ongoing uncertainty in U.S. trade policy. “It’s a pause, not a peace,” said Chen. “Until there’s a comprehensive agreement, every company in the supply chain is still on edge.”


Writer @Erlin

Erlin is an experienced crypto writer who loves to explore the intersection of blockchain technology and financial markets. She regularly provides insights into the latest trends and innovations in the digital currency space.

 

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