#USChinaTradeTalks

Markets are moderately rising amid today's negotiations between the USA and China in London.

And while no major shifts are expected, there is hope for:

- the continuation of the tariff truce, possibly even after August 12

- a signal from China about its readiness to expedite the supply of rare earth metals (otherwise, some factories may simply shut down)

- in response, the USA's readiness to also speed up chip supplies

The negotiations will continue tomorrow, June 10. We expect statements from the participants regarding the results. So far, the market is moderately pleased and rising. But caution won't hurt. In case of disappointment with the results, there could be a reverse effect.

And we are waiting for the inflation report on June 12 - this is the main influencing factor of this week.