U.S.-China Trade Talks Begin. What awaits the markets?

US-China Talks Relieve Global Markets

The news of the US-China negotiations, which came after Donald Trump's trade war with tariffs, had the effect of easing stocks ahead of the Fed's interest rate decision. This development, seen as a first step in the direction of solutions in the markets, has revived the appetite for risk.

📊 Financial Performance and Growth Goals

• Dow Jones futures rose 0.4% to 41,107.
• The S&P 500 and Nasdaq futures were up 0.5%.
• Spot gold fell close to 1% to $3,384.
• Gold for the quarter traded at 4.204 TL.
• The dollar index recovered and began to make up for its losses in recent weeks.

👨 ‍ 💼 Leadership and Management Team

• U.S. Treasury Secretary Scott Bessent will hold talks with Chinese economic manager He Lifeng.
• Chief trade negotiator Jamieson Greer is among the names to put U.S. trade priorities on the table.
• Fed President Jerome Powell, under pressure from Donald Trump on interest rates, will hold a press conference this evening.
• The Chinese Ministry of Commerce officially confirmed the talks and adopted a constructive tone.
• Trump's aggressive tax policies after taking office form the backdrop to the talks.

🧪 Product Development and Innovation

• The removal of the de minimis exemption, which Trump applies to low-value imports, is being discussed.
• Proposals for sweeping changes to U.S. export controls and customs duties are on the agenda.
• China has deployed policies such as interest rate cuts and liquidity injections to boost domestic demand.
• According to ANZ, China aims to enter the trade talks with a strong domestic economy.
• Citi analysts described the strategic timing of the incentives as “tactical.”

🌍 Market Potential and Competitive Advantage

• The talks will focus on reducing three-digit customs duties between the two countries.
• Trump's decisions that have disrupted global trade chains are now moving to the negotiating table.
• China's remarks carry a sensitive tone to U.S. industrial and consumer demands.
• Repairing global supply chains can add momentum to global growth.
• Declining export and production indicators due to the trade war signal a revival.

🤝 Strategic Partnerships and GLP-1 Impact

• The contacts between Washington and Beijing could be a diplomatic turning point for the global economy.
• The fact that the talks took place in Switzerland is a sign of neutral diplomacy.
• The US side pointed out that the talks are the first step to reduce tensions.
• China is strengthening its domestic market by supporting its domestic market again with the United States.
• According to the results of the talks, new partnerships in import-export regimes may be raised.

📉 Valuation and Investor Perspective

• This news, which came ahead of the Fed's interest rate decision, triggered a rally of relief in the markets.
• In equity markets suppressed by interest rate uncertainty, the direction turned positive.
• The arrival of dove-toned explanations from Powell may support valuations.
• Short-term profit realizations were observed in safe harbor assets such as gold.
• Market pricing takes into account scenarios of economic slowdown and recovery together.

🧠 Expert Review

This diplomatic development between the United States and China will be decisive for the direction of global markets. Optimism about the talks in the short term is reflected in the pricing. Structural changes to trade policies in the medium term could boost investor confidence. In the long run, geopolitical risks and the Fed's interest rate direction will remain the main determinants of investment decisions. Therefore, investors need to follow cautious but opportunity-open strategies.

✅ Take Action

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🛑 Disclaimer

This content is created by Investment Desk AI and does not constitute investment advice. You should make your decisions based on your own research and expert advisors.

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