U.S.-China Tariff Truce Talks Set Stage for Trump-Xi Meeting

July 29, 2025

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Hello, Market Reader’s

Nvidia’s ordered 300,000 H20 chips from TSMC as Chinese AI demand heats up. The move follows eased U.S. export rules - though the H20 is slower than Nvidia’s flagship models, it’s potent enough to keep China’s AI race running hot.

Today’s Global Menu

  • Focal Point

  • World Markets

  • Frontier News

  • Crypto World

FOCAL POINT

🌐 A Tariff Truce on the Horizon? US-China Talks Signal De-Escalation

Amid rising global economic tensions, the U.S. and China have quietly resumed talks to ease tariffs - setting the stage for a potential Trump-Xi meeting. While nothing is official, the diplomatic choreography signals a mutual interest in economic de-escalation.

🌍 Why this matters:
For startups and multinationals alike, tariff uncertainty kills planning cycles. From semiconductor imports to rare earth supplies and AI hardware, trade frictions impact core supply chains.

📉 Investors should watch sectors like:

  • EVs and batteries (dependent on Chinese materials)

  • Enterprise tech (U.S. cloud companies targeting APAC)

  • Industrial manufacturing (affected by costlier imports)

📈 A tariff truce doesn’t just reduce costs. It restores confidence in cross-border product rollouts, investment planning, and hiring.

💡 Startup takeaway:
Even if you’re local, global politics shape your runway.
Supply chain resilience, FX strategy, and geopolitical hedging aren’t just for big corporations anymore - they’re part of modern product ops.

As we await outcomes from these high-stakes talks, the lesson is clear:
📦 Build lean, but think global. Always.

WORLD MARKETS

🌏 Asia: Asian stock markets showed muted action as investors braced for Australia’s CPI release and the U.S. Fed’s next policy update - both potential catalysts for volatility later this week.

📈 Futures: U.S. stock futures are holding steady ahead of a blockbuster earnings season and a critical August 1 tariff deadline. The S&P 500 and Nasdaq have topped records but uncertainty is lurking under the surface

FRONTIER NEWS

 

📱 Shift: India just leapfrogged China, grabbing a 36% share of U.S. smartphone imports - up from just 11% last year. Apple’s India strategy? Clearly dialing in.

📉 Cooldown: With a $586B H1 surplus, China is flexing its export muscle but momentum is waning. Is the dragon's fire dimming, or just catching its breath?

⚡ Mirage: A $750B promise sounds powerful until you check the pipes. Critics say the EU-U.S. energy pact is more fantasy fuel than feasible framework.

🚀 Launchpad: Firefly nailed a Moon landing- now it’s targeting Nasdaq with a $5.5B IPO. Private space exploration is no longer science fiction-it’s business.

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CRYPTO WORLD

📈 Bitcoin ETFs Rally for Third Day, Ethereum Streak Hits 17 Days

Crypto markets are regaining momentum - and this time, the ETF wave is leading the charge.

✅ Spot Bitcoin ETFs logged their third consecutive day of net inflows, while Ethereum has seen 17 straight days of institutional inflows - its longest streak in 2025. That’s not retail FOMO - that’s capital allocation.

🔍 The signal here?
Big money is quietly returning to the blockchain economy. Not with hype, but with structure:

  • ETFs = regulated, familiar vehicle

  • Inflows = risk-on sentiment is creeping back

  • ETH demand = smart contract optimism, again

💡 What this tells builders and founders:
We’ve moved from speculation to validation. Institutions don’t chase coins - they follow conviction.

If you’re building in DeFi, tokenized assets, or crypto infra - this is your green light to:

  • Tighten user onboarding

  • Revisit go-to-market for non-crypto natives

  • Prepare for product due diligence

📊 Crypto’s recovery may not be loud - but it’s liquid and it’s legit.
Ignore the noise. Follow the flows.

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Until tomorrow!

Hanoomaan Global Markets team

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