Softened U.S.-China Tariffs May Support Earnings Next Quarter -- Market Talk

Dow Jones05-12

0827 GMT - The coordinated tariff reductions between the U.S. and China signal a change in tone or at the very least a political willingness to pause, Pepperstone research strategist Ahmad Assiri writes in a note. The measures, though temporary, were met with an immediate and strong reaction in markets, Assiri says. The shift creates room to reassess global trade flows and input costs, and may support corporate earnings in the next quarter, the analyst adds. Markets read this as a sign that progress in U.S. and China trade negotiations is possible, the analyst says. It feels like a reverse version of "Liberation Day"--not a full removal of barriers, but a softening. Investors are likely to keep a close eye on upcoming bilateral meetings which will shape the path beyond the 90-day pause, Assiri adds.(jiahui.huang@wsj.com; @ivy_jiahuihuang)

(END) Dow Jones Newswires

May 12, 2025 04:28 ET (08:28 GMT)

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Markets read this as a sign that progress in U.S. and China trade negotiations is possible, the analyst says. It feels like a reverse version of \"Liberation Day\"--not a full removal of barriers, but a softening. 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