Today, June 9, 2025, delegations from the U.S. and China resumed negotiations at Lancaster House, London, seeking to reactivate the ceasefire reached in Geneva, which suspended tariffs for 90 days. The main focus: rare earth minerals, essential for the tech industry, and controls on U.S. semiconductor exports.

The United States, led by advisor Kevin Hassett, pressured China to resume rare earth exports and expressed willingness to relax restrictions on advanced chips. In response, China announced today the approval of partial licenses for exports, generating expectations of a "handshake" soon.

Markets reacted with optimism: the Nasdaq rose, the dollar weakened, and bonds fluctuated slightly. The meeting will continue tomorrow, with hopes of reaching broader structural agreements.

👉 Follow the tag #USChinaTradeTalks to stay updated on key developments, potential tariff reductions, and how this could reshape the global tech supply chain.

---