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US Treasury Secretary Scott Bessent (R) and US Trade Representative Jamieson Greer, held a press conference in Geneva on May 12, 2025, the two-day closed meeting between the United States and China ended the Tariff War.
Fabric Coffrini | AFP | Getty pictures
Stoxx
Analysts and strategists said the United States agreement on Monday could reassess the risk, careful shares and US assets.
On Monday, Tai Hui, Tai Hui, the General Market Strategy for Asia Pacific, JPMorgan assets management head market strategy, said that the transaction opened in Geneva is better than expected, but uncertainty has been left.
“These tariffs are larger than expected,” he said, although Beijing and Washington will be difficult to reach more concrete trade in just three months, he said.
“The 90-day period may not be enough for the two sides to reach an agreement, but continues to pressure on the negotiation process,” HuI said. “We are still waiting for more information on other terms of this Agreement, for example, we are waiting for information on the rest of China’s rest in rare land exports.”
However, the HUI confessed the positive market reaction.
“In general, we expect the market to return with risk-risk in the near future,” he said. “Prices may be pressured to cut (federal reserve).”
The end of the ‘American’ narrative?
Jordan’s cockeMizuho Bank in London, the head of the Currency Strategy and the head of the Executive Director, management, made a deal as “better news than expected” in Monday morning. “The” means that developments ‘Sell America’s narrative (receives) compressed. “
Including US assets, including dollars, Treasurities and SharesI saw big variability Weeks in the days announced by Trump’s tariffs.
Monday morning, US Dollar IndexGreenbacBack measures the value of a large basket basket, increased by 1%. Comes in benchmark Note the US 10-Year Treasury It was 6 key points as the price is low.
According to Rochester, the 90-day deal is effective in the US tariff rate – how much Chinese companies actually end up to 27% of the market consensus from 50% to 60% decrease.
“It is noteworthy to play with the negotiations at a press conference with the requirement,” he said, “This means that this means that the de facto ‘tariff walls’ are reduced to something that can be developed more and increase market prices for similar treatment in the market price of other countries.”
Better results than trading talks, shares can also rally shares according to the Wall Street strategy.
“Although the shares are withdrawn, the host and exporters, friends, friends, friends, friends, head of the European capital strategy, Emmanuel Cau, said in the top of the European capital strategy.
‘Bullish stay’
Meanwhile, Strategists in Deutsche Bank said that dawns were significantly increased with morning news. Now the United States is waiting for the shares to prevent European rivals.
“Today’s announcement also exceeds our constructive expectations,” he said. “In our opinion, this announcement is better than we are only expecting, but also better than the market in March.
“Although it is difficult to say after this 90-day period, the results of markets are openly supported … Think to withdraw the Bound and withdraw to the sectors exposed to China’s tariff.”
Mikkel Emil Jensen, a senior analyst in SYDBank, noted a large escalation of the 90-day tariff break in the US-China Trade War.
“(This) eliminates a large part of the world trade – at least a large unreasonable part of the day,” he said.
“The transaction may be temporary, but the transaction is better than expected and flames a positive ripple effect on global trade and increases the requirement for the container load,” said Sydbank analyst. Shipping giant shares Maersk Monday was more than 12% high in the morning.
“More, the temporary agreement can increase the power of temporary transactions to increase resources before the potential for the potential of the trade war,” Jensen added.
‘Dream Scenario’
In addition, Wedbush believes that the US ives of the United States is “a great victory for the market and bulls” as “a great victory for the bulls,” he said.
“We would wait for both tariffs to work as the progress of friends in recent months,” he said. “The main view of the weekend, some of the aggressions of US / Chinese tariffs and more negotiations … This morning in the imaginary scenario (officials) came out of these talks with massacres.”
Ive known to Bullish Outlook in Tech, claimed that new heights of the contract for markets and technological shares are “now on the table in 2025.”
Among the two largest economies of the world is expected to continue after the cut of trade in tariffs Landing in cargo ships and shipping containers Tariffs are announced in early April.
Lindsay James, investment strategy in Quilter, said the new deal is not as good as the 20% level available at the beginning of the day, “the temporary agreement said, despite a slightly higher price, said the temporary agreement will be” significantly increased. “
– CNBC’s Sam Meredith contributed to this report.
