U.S.-China Trade Negotiations

Ahead of President Trump’s meeting with President Xi Jinping, investors are closely monitoring U.S.-China trade talks, amid potential delays in implementing 100% tariffs and export controls on rare earths from China.

Market Reactions

Kevin Green notes an “optimism” driving equity markets to all-time highs, despite concerns about rare earth companies with U.S. ties waning due to developments in China.

Impact on Tech Earnings

Green highlights the upcoming earnings reports from the “Mag 7” tech companies, emphasizing their potential ripple effects on the broader market amid these trade negotiations.