#TradingTools101

U.S. and Chinese officials are meeting in London on June 9–10, 2025 to revive a fragile trade truce struck in Geneva. Key issues include rare earth mineral exports, where China holds vital leverage, and semiconductor export controls, with Washington signaling potential easing on chips in exchange for Beijing ramping up rare earth shipments . Markets responded positively: semiconductor stocks rallied, U.S. Treasury yields dipped, and the dollar softened . Despite optimism from President Trump and officials like Kevin Hassett, substantial policy breakthroughs remain uncertain. The talks aim to restore trust and progress toward easing tariffs, though systemic reforms likely lie beyond this round.