#USChinaTradeTalks Here’s a comprehensive update on the #USChinaTradeTalks happening today, June 9, 2025, in London:

🇺🇸🔄🇨🇳 Today’s High-Stakes Negotiations

Top officials from the U.S. and China, including U.S. Treasury Secretary Scott Bessent, Commerce Secretary Howard Lutnick, Trade Representative Jamieson Greer, and Chinese Vice Premier He Lifeng, are meeting at Lancaster House, London. The main goal? To solidify and extend the temporary Geneva truce and tackle critical issues like tariffs, rare-earth export controls, semiconductor access, and student visa policies .

---

🔑 Key Focal Points:

1. Rare Earths & Export Controls

U.S. officials aim for a concrete commitment from China to lift rare-earth export restrictions that are vital for industries like EVs and defense.

China has already begun releasing temporary licenses for U.S. automakers, signaling a positive shift .

2. Tariff Truce Extension

The Geneva deal signed on May 12 paused tariffs—U.S. dropped its rates from ~145% to 30%, while China eased to 10% for 90 days.

London aims to make this truce permanent or at least extend it further .

3. Technology & Semiconductor Controls

The conversation has now shifted from broad tariffs to strategic export restrictions—specifically targeting chip, AI, and aerospace technologies .

4. Economic & Market Reaction

Markets are highly encouraged:

Asian indices surged, with Hang Seng jumping ~1.4% on renewed optimism .

U.S. equities notably recovered after the Geneva truce due to bolstered investor confidence .

---

🧭 Outlook & Analysis:

While the London talks represent a critical diplomatic step, analysts caution that deep-seated issues—like China’s state-directed economic model, the U.S.–China trade imbalance, Taiwan tensions, and fentanyl concerns—will require prolonged negotiation .

Expect more measured progress—like additional rare-earth exports, semiconductor “forgiveness,” and improved visa access—rather than sweeping systemic reforms .

Should these talks stretch into Tuesday, focus will