🌍 Today in London, another round of high-level negotiations between the USA and China has started: the delegations are led by Treasury Secretary Bessent, Commerce Secretary Latnik, and Trade Representative Greer from the USA, and Vice Premier He Lifeng from China.
📌 On the agenda — restoring the 'truce' after a 90-day pause in tariffs, issues concerning rare earth materials, export restrictions on technologies, and visa barriers.
📈 Market reaction: Asian indices rose, gold increased — investors hope for de-escalation but remain cautious.
🔮 Experts expect that in the 'best case' a limited agreement will emerge: a step forward, but not a fundamental solution to structural issues.
Conclusion: this is an important dialogue for global markets. So far, actual agreements are only expected on rare earth and tariff issues, while risks remain — especially in the technology sector. But even partial success could set a positive tone.