#MarketRebound

The recent market rebound seems to be driven by the resumption of US-China trade talks in London, aimed at resolving disputes over export controls on key goods like rare earth minerals. These talks, led by US Treasury Secretary Scott Bessent and China's Vice Premier He Lifeng, have sparked optimism about a potential easing of tensions between the two economic superpowers.

*Key Factors to Watch:*

- *Rare Earth Exports*: China has agreed to restart rare earth mineral and magnet shipments to the US, granting temporary export licenses to suppliers serving top American automakers.

- *Tariff Truce*: A 90-day suspension of most tariffs agreed upon in Geneva may be extended or revisited before August expiration.

- *Market Sentiment*: A stable deal could boost stock indices, while a continued impasse may lead to market volatility.

Given the current situation, it's uncertain whether the market rebound is the start of a bigger breakout or just a relief rally. The outcome of the trade talks will likely influence global supply chains and technology sectors. If the talks yield positive results, it could stabilize markets and relieve short-term pressure. However, deeper resolutions may require more substantial agreements.