U.S.-China Tariff Truce Ignites Global Rally

Markets surge as U.S. and China agree to pause tariffs; global policy headlines drive sector rotation and risk appetite.

TL;DR:

🤝 U.S.-China reach 90-day tariff truce
📈 Wall Street rallies on trade breakthrough
🇪🇺 EU reaffirms Russia sanctions commitment
💳 Fed survey reveals weaker loan demand

🤝 U.S.-China Reach 90-Day Tariff Truce

The U.S. and China agreed to a 90-day pause on new tariffs, de-escalating trade tensions and offering a window for further negotiations. This breakthrough is widely seen as a pivotal moment that could reshape global trade flows and reduce market uncertainty. The truce sparked optimism across equities, commodities, and emerging market assets. Source

📈 Wall Street Rallies on Trade Breakthrough

U.S. stocks surged, with the S&P 500 and Nasdaq posting strong gains as investors welcomed the tariff reprieve. Risk appetite returned, led by technology and industrials, while safe havens like Treasuries saw outflows. The move signals renewed confidence in global economic growth prospects. Source

🇪🇺 EU Reaffirms Russia Sanctions Commitment

The European Union confirmed plans to uphold sanctions against Russia despite ongoing geopolitical pressures. The statement underscores the bloc's commitment to unified policy and signals a steady approach to energy and financial markets exposure. This stance may influence currency volatility and cross-asset flows in coming sessions. Source

💳 Fed Survey Reveals Weaker Loan Demand

A Federal Reserve survey indicated tighter bank lending standards and softer loan demand in the first quarter, reflecting cautious consumer and corporate sentiment. This data highlights ongoing headwinds for credit growth and could shape expectations for future monetary policy moves. Source

U.S.-China Agree to 90-Day Tariff Truce