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Market Lens

Trump and Xi's Trade War Truce

October 31, 2025 • Kavout

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This episode provides an overview of a recent trade truce reached between President Donald Trump and Chinese leader Xi Jinping in South Korea, primarily characterizing it as a temporary pause or de-escalation of the ongoing trade war. Key elements of the agreement include China resuming purchases of American soybeans and the U.S. reducing a 20% tariff on Chinese goods related to fentanyl down to 10%, though overall tariffs remain higher than before the conflict began. Both nations also agreed to a one-year suspension of trade restrictions related to rare earth minerals and port fees, with experts noting that China used its dominance in rare earths to gain leverage. While the deal stabilizes relations and involves future meetings, critics and analysts agree that it largely returns the relationship to the status quo prior to the recent escalations, leaving major structural issues and political flashpoints like TikTok's fate and Taiwan's independence unresolved.