⚠️ The US and China concluded their 2-day negotiations in Switzerland.

Some additional thoughts about the US-China talks in addition to the market recap

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The US and China concluded their 2-day negotiations in Switzerland.

After this, the US issued an article titled: "U.S. Announces China Trade Deal in Geneva." This, in fact, does not include any deal.

Subsequently, the US and China are about to issue a joint statement on trade talks on May 12.

🚨Moreover, President Trump posted his next "TRUTH will be one of the most important and impactful" he has ever issued.

Lastly, Chinese Vice Commerce Minister Li Chenggang said that "Any deal that gets reached will be in China's development interest." Hinting that, indeed, no deal has been reached.

The stock market futures will open green, but what happens next is more important.

Buy the rumor, sell the news coming?

Will the US announce a reduction of China's tariffs or another pause, or will there be some disappointment? What do you think?

Read the May, 11, 2025 market recap:

S&P 500 declined for the first time in 5 weeks. Weekly market recap, trading week 19/2025

Summary of the trading week using the most popular posts from the X platform

globalmarketsinvestor.beehiiv.com/p/s-p-500-declined-for-the-first-time-in-5-weeks-weekly-market-recap-trading-week-19-2025

The US economy shrank in Q1 2025, but is this really that bad?

Is the US economy in a recession?

globalmarketsinvestor.beehiiv.com/p/the-us-economy-shrank-in-q1-2025-but-is-this-really-that-bad

🚨Is the US stock market headed for a prolonged bear market?

Time to revisit the US stock market valuation and concentration metrics

globalmarketsinvestor.beehiiv.com/p/is-the-us-stock-market-headed-for-a-prolonged-bear-market

INVESTMENT PORTFOLIO UPDATE (April 29, 2025)

Please find out an update about my market positioning - only for Founding Members

globalmarketsinvestor.beehiiv.com/p/investment-portfolio-update-april-29-2025

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