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Trump Brought An Army Of CEOs To Beijing For A Reason
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Trump Brought An Army Of CEOs To Beijing For A Reason

Seeking Alpha·Jack Bowman·19 days ago
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Home Market Outlook Today's Market Summary President Trump’s China trip aims to secure rare earth material access, with major tech, industrial, and finance executives present to facilitate negotiations. Key negotiation topics include AI chips, rare earths, tariffs, and possible large purchase agreements benefiting firms like Nvidia, Tesla, BlackRock, and Blackstone. The outcome’s bullishness hinges on rare earth concessions; failure here could benefit Western rare earth firms and the SETM ETF but would be bearish for markets overall. Risks include drawn-out negotiations via new trade and investment boards, which would likely disappoint markets compared to a substantive deal. Alex Wong/Getty Images News After weeks of delay, President Trump has arrived in China with the intent of ending the “trade truce” initiated with China last year.…

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