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The US-China meeting closes today with trade surprises

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Trump rated the meeting as “12 out of 10” and dropped these pumps:

The most important:

  • Tariffs on China dropped from 57% to 47% (significant reduction)
  • Tariffs on fentanyl dropped to 10% (radical change)
  • Negotiations are coming regarding restrictions on Nvidia chips
  • China promises facilities in rare earths
  • Joint cooperation in the Ukraine conflict

The plot twist: The Chinese president has committed to visiting the U.S., while Trump plans to travel to China in April 2026. This signals that both countries are looking to normalize relations beyond the trade confrontation.

Analysis: A comprehensive trade agreement seems closer than ever. The numbers speak for themselves: the reduction of tariffs is substantial, especially on fentanyl where it has been cut in half. This could change the dynamics of global markets and directly affect the tech, energy, and pharmaceutical sectors. The upcoming rounds on chips will need to be monitored.

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