Core Points - The high-level economic talks between China and the United States have made substantial progress, reaching important consensus [1] - Both parties have indicated significant advancements, reflecting a rare alignment in their statements, suggesting a greater consensus [1] - Progress in China-US relations is not solely a zero-sum game; for instance, accelerating market access aligns with China's economic reform direction and benefits bilateral relations [1] Economic Implications - The recent improvements in China-US relations and the strengthening of domestic economic policies are key factors contributing to the recent macroeconomic improvements [1] - Despite the significant progress in China-US relations, it is expected that economic policies will continue to intensify, maintaining the positive momentum observed since the beginning of the year [1] - These developments are likely to enhance domestic and international investors' confidence in Chinese assets, positively impacting the Chinese market [1]