#TradeWarEases

Recent trade talks between the U.S. and China have led to a 90-day tariff suspension, easing market fears and boosting investor confidence. Gold prices dipped as risk appetite returned, while equities saw gains on hopes of reduced trade barriers. However, the WTO still forecasts a 0.2% decline in global trade growth for 2025, with North American exports expected to drop sharply.

China is shifting exports to alternative markets like the EU and Latin America, softening the blow of U.S. tariffs. Yet, long-term risks remain—supply chain disruptions and policy uncertainty could reignite volatility. Traders should watch tariff negotiations, sector-specific impacts (e.g., tech, manufacturing), and currency movements for signals of sustained relief or renewed tensions.

While the short-term outlook has improved, the situation remains fragile. Any breakdown in talks could reverse gains, keeping markets on edge. For now, TradeWarEases reflects cautious optimism, but the road to full stability is uncertain.