Closing Bell Closing Bell Overtime: How To Position As U.S.-China Talks Take Place in Stockholm; JPMorgan Upgrades Nike After More Than 12 Months On Sidelines 7/28/25
Jul 28, 2025
This discussion dives into the critical U.S.-China trade talks unfolding in Stockholm and their potential market impact. Analysts weigh in on Nike's stock surge following a significant upgrade, highlighting improved sales prospects. The conversation also touches on Whirlpool's disappointing earnings and the implications of a new U.S.-EU trade deal. Additionally, there's a fascinating look at AI innovations enhancing customer service in the dining industry, showcasing the balance between technology and consumer satisfaction.
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U.S.-China Talks Aim for Extension
- U.S.-China trade talks in Stockholm seek to extend the August 12 tariff deadline by about 90 days.
- The extension would maintain the current truce and possibly set up a Xi-Trump meeting in November.
Focus on Secular Growth Sectors
- Invest in sectors driven by secular growth like U.S. large-cap tech and utilities.
- Avoid sectors sensitive to trade risks like small caps, emerging markets, and consumer discretionary.
China's Tough Negotiation Stance
- China employs match-for-match tariffs and export controls, signaling a tougher negotiation than with allies.
- A short-term tariff extension could help businesses and consumers ahead of holiday shopping.