U.S.-China Trade De-Escalation a Positive Near-Term Catalyst for Risk Assets -- Market Talk

Dow Jones05-13

0237 GMT - Deeper- and faster-than-expected U.S.-China trade de-escalation will act as a positive near-term catalyst for risk assets, as recession and earnings risks are reduced at the margin, Bank of Singapore's Research Team says. "The U.S.-China tariff reprieve will reduce tail risks for growth and earnings," the team says in a research report. Also, U.S. trade-related announcements so far bode well for "what we can expect from U.S. trade talks with other countries," the team says. "Valuations of sectors and companies most exposed to the U.S.-China tariff war, such as the consumer and technology sectors, have reacted positively to this development, and could further enjoy tailwinds in the event of more positive trade headlines ahead," the team adds. (ronnie.harui@wsj.com)

(END) Dow Jones Newswires

May 12, 2025 22:37 ET (02:37 GMT)

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Also, U.S. trade-related announcements so far bode well for \"what we can expect from U.S. trade talks with other countries,\" the team says. \"Valuations of sectors and companies most exposed to the U.S.-China tariff war, such as the consumer and technology sectors, have reacted positively to this development, and could further enjoy tailwinds in the event of more positive trade headlines ahead,\" the team adds. 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