From Nasdaq: 2025-06-09 16:06:00

US and China negotiators meet in London to discuss potential trade deal involving US tech export rollbacks in exchange for increased Chinese rare earth shipments, marking the first high-level dialogue since April Geneva meeting. White House signals readiness to lift curbs on semiconductors, engine parts, and more post-agreement.

Market overview includes US offering to remove export controls on various items, China expected to resume rare earth shipments with restrictions on high-end AI chips. Talks held at Lancaster House with US and Chinese delegations seeking binding licensing terms. Investors monitor stock futures for signs of trade de-escalation.

Bull case highlights progress towards trade de-escalation with potential regulatory relief and improved US-China relations. Success could stabilize AI and tech supply chains, easing rare earth shortages. Bear case notes limitations on high-end AI chips and uncertainties around definitions of “export” and “licensing,” with markets cautiously optimistic for broader tariff rollbacks.

News of potential concessions lifts US equity futures, signaling optimism for concrete regulatory relief from US-China talks. Outcome will impact near-term trade relations and could lead to broader tariff rollbacks or temporary fixes. This article was originally published on Quiver News, read the full story for more details.



Read more at Nasdaq: US Offers Tech Export Rollback as China Agrees to Release Rare Earths