Treasury Secretary Scott Bessent and Trade Representative Jamieson Greer have spent months in on-again, off-again discussions with Beijing. This latest round, set for Spain this weekend, however, feels different. A reciprocal-tariff truce now extends to November. Sensitive issues, including technology transfers, industrial overcapacity and data rules, are finally on the table in detail.
torsdag 18. september 2025
Markets sleeping on US-China trade breakthrough
Surprisingly, investors around the world have largely overlooked the positive mood music emerging from US–China trade negotiations. Markets everywhere have yet to price in the upside. This complacency is striking as the two largest economies inch toward a trade settlement that promises big gains on both sides of the Pacific.
Treasury Secretary Scott Bessent and Trade Representative Jamieson Greer have spent months in on-again, off-again discussions with Beijing. This latest round, set for Spain this weekend, however, feels different. A reciprocal-tariff truce now extends to November. Sensitive issues, including technology transfers, industrial overcapacity and data rules, are finally on the table in detail.
Treasury Secretary Scott Bessent and Trade Representative Jamieson Greer have spent months in on-again, off-again discussions with Beijing. This latest round, set for Spain this weekend, however, feels different. A reciprocal-tariff truce now extends to November. Sensitive issues, including technology transfers, industrial overcapacity and data rules, are finally on the table in detail.