How To Position For A Positive Path In U.S.-China Trade Relations

2025-06-26 13:58:00 ET

The announcement of a 90-day tariff truce between the US and China propelled global equities back to pre-Liberation Day levels. Investors appear to be convinced that trade negotiations will lead to increased certainty and stem damage to the global economy. Due to its dependence on consumption, imports are essential to the US economy, and we continue to believe that tariffs are meant to be a negotiation tactic, rather than a long-term policy. Meanwhile, China's hardline initial stance on tariffs caught many by surprise and was driven by the reality that exports to the US only represent about 14% of China's total exports....

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