Was This a Real Reset—or a Pause Button?
Greer noted how quickly the two sides came to terms, suggesting the disagreements may have been less entrenched than expected. He called the meetings “very constructive,” and emphasized that President Trump was directly engaged and fully briefed. Trump himself called it a “total reset” and praised the negotiations on Truth Social, yet the absence of tangible commitments or enforcement mechanisms leaves traders questioning the true scope of the deal.
How Will Markets Respond Monday?
The Geneva talks marked the first direct engagement between senior U.S. and Chinese economic leaders under Trump’s latest trade regime. U.S. officials say the deal is designed to cut the trade deficit and address the “national emergency” tied to America’s $1.2 trillion global trade imbalance. However, until tariff rollbacks or structural reforms are confirmed, traders will remain cautious. Chinese state media framed the discussions as a necessary and positive step, but also criticized Washington’s aggressive tariff strategy.
Market Forecast: Cautiously Bullish Ahead of Monday’s Briefing
With tensions cooling, traders may see early signs of relief rally potential—but conviction will hinge on Monday’s details. A confirmed path toward tariff reduction would likely spark bullish momentum in risk assets and manufacturing-linked sectors. For now, sentiment leans cautiously bullish, but headline sensitivity will remain high as markets await actionable terms from Washington.
More Information in our Economic Calendar.
