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 unresolved issues such as tariffs, export restrictions, and intellectual property protection.
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🔍 Key points from the talks in London
Tariffs: China expressed its readiness to resume its exports of rare metals, while the United States is demanding the easing 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, stressing the need to reach concrete understandings to prevent further escalation.
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📊 Impact of the talks on the markets
The 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 index 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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🧭 Outlook
While the current talks show some progress, cautious optimism remains the prevailing sentiment among analysts. These negotiations underscore the importance of reaching tangible agreements to avoid further escalation in the trade dispute between the world's two largest economies.
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