#USChinaTradeTalks The London talks on June 9 build on the Geneva tariff truce, with a focus on rare‑earth shipments, export controls, and tactical agreements (like increased U.S. purchases, fentanyl cooperation). While unlikely to produce sweeping reforms, they matter for market sentiment and supply‑chain stability. Keep an eye on outcomes related to rare‑earth exports, chip restrictions, and tariff-extension pledges.