🇺🇸🇨🇳 US–China Trade Talks Update – June 9, 2025 🕊️
📍 Location: London
🎯 Focus: Rare‑earth export controls & semiconductor chip restrictions
Highlights from Day 1:
U.S. officials (Treasury Sec. Bessent, Commerce Sec. Lutnick, Trade Rep. Greer) met China’s Vice Premier He Lifeng to tackle export barriers and tariffs euronews.com+15reuters.com+15washingtonpost.com+15.
China signaled goodwill by approving some rare‑earth export licenses. U.S. aims to loosen its chip export curb in return investopedia.com+3wsj.com+3barrons.com+3.
May saw a 35% YOY drop in Chinese exports to the U.S.—the steepest since early 2020—though exports to Southeast Asia and the EU partially offset it wsj.com.
Markets reacted positively: chip stocks (Nvidia, AMD) rallied, Nasdaq gained, U.S. Treasury yields softened, and the dollar weakened wsj.com+1apnews.com+1.
Why it matters:
These talks could reset the global tech supply chain by reducing rare-earth and chip restrictions. With a 90-day tariff truce ending in August, progress now is key to avoiding renewed economic volatility foxnews.com+10investopedia.com+10reuters.com+10.
💡 Quick Discussion Questions:
What do you think about the idea of China easing rare-earth exports in exchange for US chip export relief?
Do you believe this London meeting can prevent tariffs from escalating further, or is it just a temporary pause?
🔍 Summary:
First day’s atmosphere: cooperative and results-oriented.
Market signal: optimism in tech stocks and bonds.
Big question ahead: Will the truce hold beyond August, and move toward a deeper trade resolution?
Let me know if you’d like stats, charts, or a poll added!
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