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Scott Bessent offers a gentler message again, saying ‘America First’ does not mean ‘America alone’ - MarketWatch

1. Treasury Secretary Bessent promotes collaborative trade under 'America First'. 2. U.S. aims for U.S. leadership in global economic institutions like IMF. 3. Possible de-escalation in U.S.-China trade tensions is indicated. 4. Trump suggests substantial tariff reductions for China, but not to zero. 5. U.S. stock markets surge, reflecting reduced concerns over tariffs and Fed.

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FAQ

Why Bullish?

Easing trade tensions signal potential economic growth, similar to past trade negotiations that boosted market confidence.

How important is it?

Trade relations significantly affect market performance, as seen historically; reduced tariffs can improve company earnings and S&P 500 value.

Why Short Term?

Immediate market reactions are observed, likely due to current sentiments and trader confidence.

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