Markets are breathing a cautious sigh of relief as signs point to a gradual de scalation in global trade tensions.
Tariff rollbacks, renewed diplomatic dialogue, and improving logistics chains have contributed to more stable investor sentiment.
Equity indices are climbing, and commodities—particularly industrial metals are regaining ground. While uncertainty remains, easing trade barriers could stimulate global GDP growth and improve corporate margins, especially in manufacturing and tech.
Currency markets are also responding with less volatility, hinting at a broader shift toward risk-on behavior.
If this trend holds, expect increased capital flows into emerging markets and global equities.