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On June 10, 2025, trade talks between the United States and China resumed in London, following a month of temporary calm witnessed during the Geneva round. These negotiations aim to address outstanding issues, such as tariffs, export restrictions, and intellectual property protection.
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🔍 Key points from the talks in London
Tariffs: China has expressed its readiness to resume exports of rare metals, while the United States demands a relaxation of restrictions on semiconductor exports.
Intellectual Property: The United States seeks to enhance intellectual property protection, while China demands the removal of high tariffs as a condition for progress in the negotiations.
Future Outlook: Analysts indicate that the progress made so far is still insufficient to anticipate a comprehensive agreement, emphasizing the need for tangible understandings to avoid further escalation.
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📊 Impact of the talks on the markets
Financial markets have shown a moderate response to the ongoing talks:
U.S. Markets: The S&P 500 index rose by 0.58%, while the Nasdaq 100 recorded an increase of 0.69%, indicating moderate optimism among investors.
Chinese Markets: The FXI index rose by 0.39%, while the ASHR index fell by 0.72%, reflecting a divergence in reactions to the talks.
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🧭 Future Outlook
While current discussions show some progress, cautious optimism remains the predominant sentiment among analysts. These negotiations underscore the importance of reaching tangible agreements to avoid further escalation in the trade conflict between the world's two largest economies.
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