US–China Trade Deal: Who Really Won?

The headlines may say “US–China Trade Truce”...
But what really happened under the surface tells a very different story.

Over the weekend, a surprise trade deal was struck in Geneva — and while it may seem like both sides are easing up, the true strategic plays reveal something much deeper.

Here’s what you need to know:

🔍 Tariffs Were Cut, But Not Gone

• US tariffs will drop to 30%, China’s to 10%

• But fentanyl-linked tariffs (20%), EV tariffs (100%), and solar tariffs (50%) remain untouched

• According to Bloomberg, final tariff levels will likely range between 10–34%

⚠️ The Real Battle: Rare Earth Minerals

While the media focused on tariff cuts, the U.S. was really negotiating for access to rare earths — the metals that power EVs, robotics, semiconductors, and defense tech.

China controls:

• 🏭 61% of global production

• 🔬 92% of global processing capacity

And while they’ve agreed to ease some restrictions for the U.S., this is not a full removal. China knows it holds the trump card.

🧨 Meanwhile… China Shuts Out U.S. Capital

In an ironic twist, China’s largest battery maker CATL just filed a $4B IPO in Hong Kong, while blocking U.S. funds from participating.

This is more than legal caution — it’s a strategic move to drain U.S. liquidity and reclaim capital flows.

If more companies follow suit — and the U.S. pushes for delistings — guess who wins?

🇨🇳 Hong Kong and China.

🧠 Bottom Line

This wasn’t a China cave-in.
This was a U.S. back-down, repackaged as a win.

China is playing the long game — and smart investors should pay attention to where the capital, minerals, and manufacturing are shifting next.

📈 While All That Happened…

At Stock Market Genius (SMG) — we were riding the market wave all month long.

✅ Our portfolio is up +45% in the past 30 days
✅ We’ve been front-running the macro shifts — and this is just the beginning

Want to see how we’re positioning for what’s coming next?

👉 Join SMG Today and get instant access to:

• Weekly trade reviews

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• Real-time insights that help you trade like a pro

Pro Tip: Remember to get your $100 off promo using “TARIFFS” when signing up

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Happy Hunting!

Pete
Invest with Pete

🚨‼️ By the way, I’ll never PM anyone on telegram or any other social media platforms. If you receive any “Pete” messaging you, these are scammers impersonating me. Pls beware!

The information provided in this newsletter is for informational purposes only and does not constitute financial advice. Readers should seek their own independent financial advice before making any investment decisions. Please note that while Pete is a portfolio manager, the opinions expressed in this newsletter are his own and do not represent the views of any organization. Always perform your own research and due diligence before investing.