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Tariff Latest: Rare Earth Minerals, Critical Software Controls, Chinese Export Data.

1. Trump threatens 100% tariffs on China but offers negotiation hopes. 2. ING economist predicts U.S. and China favor avoiding trade tension. 3. China's exports rose 8.3%, but U.S. exports fell 27% from last year. 4. Market fears tariffs resurface, possibly to influence upcoming negotiations. 5. Trade agreement prospects could stabilize market sentiment around SPY.

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FAQ

Why Neutral?

While tariffs pose risks, negotiation hopes may stabilize SPY. Historical tariff threats led to volatility but also eventual agreements.

How important is it?

The presence of tariffs and trade negotiations can significantly influence SPY due to its exposure to affected sectors. Historical context shows fluctuations in SPY correlating with trade news.

Why Short Term?

Tariff discussions will likely influence SPY in the coming weeks, particularly around meeting dates. The upcoming meeting with Xi is pivotal for immediate market reactions.

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