Managed AI Detente

The Xi state visit produces a limited but credible U.S.-China AI safety framework focused on model testing, incident reporting, and military-use guardrails. This is the most likely constructive outcome because it builds directly on the September 18 agreement that AI needs guardrails without requiring a rollback of export controls.

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