● Trump-Xi Discord, Key Negotiation Element

Recent Trends in China-U.S. Summit Call and Trade Negotiations, Key Economic and Market Flows, and Summary of Negotiation Cards

[1] Occurrence of Summit Call and Key Discussion Points

A phone call lasting about an hour and a half took place between the leaders of both countries.
The Chinese side claims that President Xi Jinping had a call with President Trump at the request of the U.S. side.
Key discussions involved the complex parts of the recently concluded trade agreement, as well as the schedule, location, and composition of the delegation for trade talks.
Both countries agreed to hold additional talks to implement the trade agreement and strengthen cooperation.
In particular, the U.S. delegation is expected to include Basset, the Secretary of Commerce, Rutnik, Greer, and others.

[2] Details and Key Points of Talks and Negotiations

Both parties agreed to continue implementing the Geneva Agreement between the working teams and to hold new talks promptly.
Both leaders emphasized efforts to maximize mutual benefits through sincere dialogue to resolve bilateral economic and trade issues.
China expressed its adherence to the ‘One China’ principle regarding the Taiwan issue, and that the United States should also maintain a cautious stance on this matter.
Meanwhile, there is no mention of Taiwan on Truth Social, with the focus being on rare earth elements.
It is noteworthy that the Chinese Foreign Ministry’s announcement omitted the Taiwan issue and included the rare earth issue to strengthen trade and economic cooperation.

[3] U.S. Pressure and Overall Impact on Industries

President Trump is accelerating the revival of the automotive industry and manufacturing sector.
In reality, MEMA, a U.S. automotive parts supplier association, is urging strong action against China’s restrictions on the export of rare earth minerals.
Major manufacturers such as Ford are experiencing production disruptions due to unstable parts supply, indicating the impact of trade negotiations on the U.S. industry as a whole.
This situation is also affecting the U.S. financial and bond markets, with fluctuations in the direction of long-term interest rates being observed.

[4] Market Reaction and Correlation with Economic Indicators

Initially, the stock market showed a slight decline due to a wait-and-see attitude, but it rebounded following news of eased tensions with China.
Despite poor employment indicators, the possibility of cooperation with China suggests that it could be an important variable for U.S. economic growth.
In the bond market, the easing of tariff disputes with China has led to a rise in long-term interest rates, highlighting the ripple effects on the global economy and markets.

[5] Future Negotiation Prospects and Key Variables

It is suggested that rare earth issues and the Taiwan issue may be used as bargaining chips in future talks.
The Trump administration and China are expected to seek ways to pressure and respond to each other for trade, economic cooperation, and industrial support.
The United States will actively use negotiations with China to revive manufacturing, and China is expected to emphasize its willingness to cooperate with sincerity.

< Summary >
Recently, China and the United States agreed to implement the trade agreement and hold additional talks through a phone call lasting about an hour and a half.
There are information discrepancies between the Chinese Foreign Ministry and Truth Social, and key issues such as restrictions on the export of rare earth minerals and the Taiwan issue are likely to be used as bargaining chips in trade negotiations.
Amid pressure related to the sluggish U.S. automotive industry, the outcome of negotiations between the two leaders is expected to have a significant impact on the global economy, trade, interest rates, and markets.
It is time to closely monitor the trends of future negotiations and their impact on the industry, focusing on key SEO keywords such as economy, global, trade, interest rates, and markets.

[Related Posts…]
Analysis of China's Economic Negotiations
Changes in U.S. Trade Policy

*YouTube Source: [Maeil Business Newspaper]

– [속보] 트럼프-시진핑의 동상이몽. 앞으로 협상 ‘이것’이 키를 쥐나 I 홍장원의 불앤베어

---

---