U.S.–China trade talks resumed in London following a positive phone call between Trump and Xi. Key issues include rare-earth mineral exports and semiconductor restrictions. China agreed to resume rare-earth shipments, while the U.S. considers easing export controls. Delegations from both nations met at Lancaster House, aiming to extend a 90-day Geneva tariff truce. The talks sparked market optimism, with tech stocks like Nvidia and AMD seeing gains. These discussions are vital for global supply chains, especially in EVs, defense, and chip manufacturing. While short-term agreements seem likely, deep policy reforms remain uncertain. Still, the renewed dialogue marks a step forward in stabilizing trade relations and easing tensions between the world’s two largest economies.

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