US-China trade deal eases 2026 tariff uncertainty – Standard Chartered

💡 DMK Insight

With GDP growth targets set at 4.5-5.0% for 2026, traders should watch for shifts in domestic demand and innovation policies. The stabilization of tariff tensions suggests a more favorable environment for economic growth, which could lead to increased consumer spending and investment. This is particularly relevant for sectors tied to domestic consumption, like retail and technology. If macro policies are supportive, we might see bullish trends in these sectors. However, it’s worth noting that if growth doesn’t meet expectations, we could see a reversal, impacting related assets like commodities and currencies tied to economic performance. Keep an eye on economic indicators and sentiment reports, especially as we approach key policy announcements. A failure to hit the lower end of the GDP target could trigger volatility, so monitoring these developments is crucial for positioning trades effectively.