đ Key Issues on the Table
⢠Export Controls & Advanced Tech
Stricter U.S. export rules on semiconductors and AI chips (e.g., Huawei, Ascend chips) have reignited tensions wsj.com+10apnews.com+10apnews.com+10.
⢠RareâEarth Minerals Access
Chinaâs control over supplies (key for EVs, aerospace, defense) led to export restrictions in April. The U.S. sees this as a major leverage point apnews.com+15bloomberg.com+15theguardian.com+15telegraph.co.uk+2reuters.com+2nypost.com+2.
⢠Tariff Reevaluation & Geneva Implementation
Washington is monitoring Chinaâs followâthrough from the Geneva deal, particularly on the mineral exports apnews.com+5en.wikipedia.org+5en.wikipedia.org+5finance.yahoo.com+15reuters.com+15nypost.com+15.
⢠Broader Issues Still Hanging
Taiwan, fentanyl precursor regulation, Chinese student visa limits â these remain offâagenda but unresolved apnews.com+4reuters.com+4nypost.com+4.
đ Market Snapshot & Investor Reaction
⢠Oil: Slight dip on weak China data but holding firm due to hopes the talks will boost demand reuters.com+1reuters.com+1.
⢠Stock Markets: Asia rallied on Monday ahead of talks; U.S. futures slightly down in cautious optimism reuters.com+4business.inquirer.net+4timesofindia.indiatimes.com+4.
⢠Currencies: Dollar eased against major currencies as markets await any major breakthroughs fortune.com+15reuters.com+15telegraph.co.uk+15.
đŚ Outlook
⢠Today's meeting is seen as an opportunity to turn the Geneva momentum into tangible steps on export controls and rareâearths.
⢠Investors sense a "a deal to keep talking might be better than nothing", but no major breakthroughs are expected without further leadership input reuters.com.
⢠The market reaction remains cautiously positive â relief that dialogue continues, but deeper structural issues remain.
â Bottom Line
⢠Where: London, Monday, June 9, 2025
⢠Goal: Address export controls (tech/rare earths), implement Geneva-wide tariff truce
⢠Market Mood: Carefully optimistic â talk so far is supporting asset prices, but real progress is needed to keep momentum.