#USChinaDeal
#USChinaDeal 🌐📊
The resumption of commercial dialogue between **the USA and China** reignites a fundamental macro variable for global markets: **stability in supply chains and predictability in international capital flow**. Any sign of a slowdown in trade tensions tends to alleviate inflationary pressures, reduce systemic risks, and stimulate **appetite for risk assets**.
For investors, this movement acts directly on three fronts:
✅ **Commodities**: normalization of demand and lower volatility in industrial input prices.
✅ **Global stocks**: improvement in growth sentiment and expansion of flows to emerging markets.
✅ **Crypto and alternative assets**: weakening of extreme risk aversion narratives may open space for **resumption of speculative liquidity**.
In the short and medium term, trade agreements function as **drivers of macro relief**, reducing extreme defensive searches (dollar and gold) and reopening space for allocations in assets with higher beta — such as technology and crypto assets.
📈 The attentive investor understands that **geopolitics is also liquidity**: less tension means more capital flow, more appetite for risk, and acceleration of appreciation cycles.
