Summit Thaw Holds

The U.S.-Japan pact is used as leverage before the China summit, but Washington and Beijing still agree to maintain talks on AI safety, chip end-use verification, and rare earth export licensing. This outcome would reassure investors that the alliance coordination is not immediately triggering a new round of retaliatory controls.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.