The Chinese government will host a group of US House representatives this week — the first such official visit in six years — as the two countries edge closer to a trade deal following Friday’s phone call between Xi Jinping and Donald Trump https://t.co/WP1NrzFpzi ...

South Korean President Lee Jae Myung will visit the US this month for his first meeting with President Trump since taking office in June, a high-stakes trip set to spotlight a recently inked trade deal https://t.co/c7l2rdt1IR ...

Trump’s flurry of trade deal announcements are so far proving light on detail: Here is your Evening Briefing. https://t.co/jVVbpwLrBC ...

Market Trends & Trade Impact - A trade deal with the EU removes a negative surprise from the markets [2] - US consumers are likely to bear the brunt of tariffs, potentially slowing the US economy [3] - Trade concerns may fade if the European deal is finalized and China trade issues are postponed [2] - The market has largely priced in a positive scenario, potentially overvaluing current conditions [7] - Fear-based investing has generally performed poorly in the past decade [11] Investment Strategies & Sector Focus - Staying invested is recommended, particularly in sectors with secular drivers unrelated to trade, such as AI [13] - Favored sectors include US large-cap equities, tech, communication services, financials, and utilities [13][14] - Less favored sectors include small caps, emerging market equities, and consumer discretionary, due to their greater exposure to trade and tariffs [15] - Equities, especially in favored sectors, are relatively attractive compared to bonds, which offer near-zero after-tax, after-inflation yields [16] Market Valuation & Outlook - The S&P 500 is up 12% since the Liberation Day announcement, exceeding initial expectations [10] - NASDAQ 100's forward earnings multiple is at 28 times, below the pandemic peak of 30 times [11]

President Donald Trump and the EU have reached a trade deal and now the focus turns to the world's second largest economy. Trade talks between the Trump administration and China are underway in Stockholm. Joining us right now with the latest is Nicholas Burns.He served as US ambassador to China in the Biden administration and he worked under six presidents of both parties. He's now a professor at Harvard's Kennedy School. And uh ambassador, thank you for being with us today.Let let's talk through um what's ...

Trump says US may not reach trade deal with Canada https://t.co/BsCgF3v4KM ...

President Donald Trump put the odds of striking a trade deal with Europe to reduce the tariff rate on their imports at 50-50 https://t.co/7kMUTgtYzm ...

Treasury Secretary Scott Bessent stopped short of saying the European Union can win the same sort of trade deal as Japan cut with President Donald Trump https://t.co/ogZvQ2Nzdt ...

Treasuries were poised to end a five-day streak of gains Wednesday as demand for havens waned after the US inked a trade deal with Japan. https://t.co/ELHOO1qDyt ...

Japanese Prime Minister Shigeru Ishiba said that US Treasury Secretary Scott Bessent told him that the two nations will be able to reach a good trade deal. https://t.co/WyomddtQ4D ...