Trump administration reportedly pauses key national security measures targeting China, sources say; Measures reportedly include a finalised ban on China Telecom’s US operations and restrictions on Chinese equipment sales to US data centres

Trump administration reportedly pauses key national security measures targeting China, sources say; Measures reportedly include a finalised ban on China Telecom’s US operations and restrictions on Chinese equipment sales to US data centres.

The reported pause in key national security measures against China suggests a potential easing of tensions, which could provide a more favorable environment for trade discussions. This shift may impact various asset classes, particularly USD and equities, as market participants reassess the geopolitical risk premium and its influence on economic prospects. Investors should consider how this could affect broader market sentiment and capital flows, particularly towards Asian equities and commodities.