Prospects for chip and tariff relief at the Trump-Xi summit
A post citing Jefferies says the summit planned for September 24, 2026, is unlikely to bring relief on semiconductors or rare earths.
TLDR
A post citing Jefferies identifies progress on a U.S.-China Board of Trade as the summit’s most likely outcome. The proposed body would aim to reduce tariffs on selected products. Jefferies sees potential benefits for Boeing aircraft, medical devices, agriculture and energy, while expecting strategically sensitive sectors to remain untouched, according to the post.
Prospects for chip and tariff relief at the Trump-Xi summit
A post citing Jefferies says the summit planned for September 24, 2026, is unlikely to bring relief on semiconductors or rare earths.