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Today's Pick

China: Trade Truce, Party Politics, And The 15th Five-Year Plan

by Felix-Antoine Vezina-Poirier, Chief Strategist  

Our Geopolitical strategists view the Trump–Xi summit as a limited but market-friendly outcome, extending the tariff truce and reducing near-term geopolitical risk. While no trade deal was reached, modest concessions such as lower tariffs and a pause on rare…

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