The latest US-China talks between Scott Bessent and He Lifeng are bringing trade, AI, and rare earths back into focus ahead of the expected Trump-Xi meeting, including a proposed AI incident-notification mechanism.
For markets, I be watching on BingX how these overlap: tariffs for risk sentiment, AI policy for tech/semiconductors, and rare earths for strategic industries.
That keeps $SPY, $QQQ, $NVDA, and gold on my watchlist. Right now, the market seems less focused on headlines and more on whether we get concrete policy changes.
#ChinaUSTrade
For markets, I be watching on BingX how these overlap: tariffs for risk sentiment, AI policy for tech/semiconductors, and rare earths for strategic industries.
That keeps $SPY, $QQQ, $NVDA, and gold on my watchlist. Right now, the market seems less focused on headlines and more on whether we get concrete policy changes.
#ChinaUSTrade
