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U.S. tariff negotiations are approaching, market sentiment is cautious, and there is no obvious panic.
[Bituo] Analysis agency Jyske Markets believes that ahead of the deadline for US tariff negotiations on July 9, the market is showing some signs of tension but no panic has occurred. Jyske stated that investors adopted a somewhat wait-and-see attitude starting this Monday. Trump indicated that the tariff letter would be sent out as early as Monday, notifying countries of the new tariffs, while the US Secretary of Commerce stated that the tariffs would not take effect until August 1. "Despite some tension today, the market's response to the tariff situation seems to be much more relaxed, and therefore a repeat of the panic situation after Liberation Day on April 25 is not expected." This week is light on data, and tariffs will be the main focus.