Deals are coming. Or breaking. Capital is watching.

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🇺🇸 Kevin Hassett (Trump’s Economic Advisor):

• “Buying U.S. Treasuries is still the safest bet on Earth.”
• “Moody’s downgrade is backward-looking noise.”
• Debt ceiling hike will come with a massive tax reform package
• “Demand for Treasuries will increase.”
• “I wouldn’t be surprised if we sign more trade deals this week.”
• 15 countries reportedly close to deals with the U.S.
• “We’ll be watching what China really agreed to.”

Translation?
➡️ Pressure → Deal → Dollar rally → Risk repricing

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🇪🇺 FOX Reports:

• U.S.–EU talks stalled due to internal EU disagreements
• White House sources: process “far from complete”
• Situation is volatile and could shift fast
• China deal came faster than expected.
  ➡️ EU deal looks far more complex

Investors: Watch EUR/USD, trade-sensitive equities, and inflation narratives.

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🇨🇳 Chinese Government Responds:

• U.S. chip export controls violate Geneva consensus
• “The U.S. is sabotaging agreements.”
• “We demand the U.S. correct its mistakes.”
• ❗️China vows retaliation if actions continue

Tensions around semiconductors, AI, and supply chains are back on the table.

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🧠 What This Means for Investors:

✅ Expect currency volatility
✅ Watch Treasuries → if confidence returns, yields may dip
✅ Commodities and chips will become geopolitical battlegrounds
✅ Markets love clarity, but this isn’t it — yet

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