2025/6/10 米中協議は継続
The U.S.-China talks drawing market attention are expected to continue smoothly, with comments from U.S. Treasury Secretary Janet Yellen and Commerce Secretary Gina Raimondo about a fruitful discussion, while the Chinese side has not commented and the sense of opacity remains high. On the U.S. side, because there is a possibility of lifting some export controls on high-tech products if China provides a pledge to relax export restrictions on rare earths, I believe a full or partial agreement is likely, and I would consider it risk-on.
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