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Something for your Espresso – Trade Tensions Fizzle, Reflation Ignites

The China trade story is turning from risk to catalyst, fueling US and Chinese equities alike. With macro surprises aligning and tariff revenue climbing despite lower rates, the reflation narrative is gathering steam—just as the geopolitical fog begins to lift.
2025-06-27
<a href="https://stenoresearch.com/author/oskarvardal-4851/" target="_self">Oskar Vårdal</a>

Oskar Vårdal

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The China trade story is turning from risk to catalyst, fueling US and Chinese equities alike. With macro surprises aligning and tariff revenue climbing despite lower rates, the reflation narrative is gathering steam—just as the geopolitical fog begins to lift.

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