Core Viewpoint - The article discusses the recent agreement between the U.S. Treasury and G7 nations to remove the controversial "capital tax" clause from the tax proposal, which is expected to stabilize the U.S. bond market and provide more certainty for investors [1][2]. Group 1: Capital Tax Clause Removal - The U.S. Treasury has agreed to eliminate the "retaliatory tax" proposal from Trump's tax plan, which would exempt U.S. companies from certain taxes imposed by other countries [2][3]. - The removal of the capital tax clause is seen as a positive development for foreign investment in the U.S., alleviating concerns that it would make investments more difficult [4]. - The clause was initially projected to raise $116 billion over ten years, funding Trump's tax and spending plans, but its removal is expected to provide more investment certainty for non-U.S. investors [4]. Group 2: Trade Agreement Developments - A trade agreement has been signed by the U.S., although details remain undisclosed, which analysts believe could bring more certainty and predictability to the market [5][6]. - The U.S. government is actively negotiating with multiple trade partners ahead of a deadline, with the potential for significant tariffs if no agreement is reached [5]. - The focus of negotiations includes various sectors such as semiconductors, consumer electronics, and critical minerals, indicating a broad scope of trade discussions [6].