EZB8RISK / Market Briefing

Chinese markets are digesting the outcomes of the Trump-Xi summit, where both sides reached a tariff consensus covering tens of billions in non-sensitive goods and agreed to open a

Chinese markets are digesting the outcomes of the Trump-Xi summit, where both sides reached a tariff consensus covering tens of billions in non-sensitive goods and agreed to open a dedicated AI communication channel, a step toward steadier dialogue. Beijing also committed to purchasing US coal through 2027, adding concrete substance to the trade truce after months of posturing. The tone has shifted from wait-and-see to cautious follow-through, though geopolitical friction points around Taiwan and Iran still linger in the background.

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