An agreement between the United States and China has emerged, prompting optimism ahead of Monday’s trading session. The deal reportedly halts new tariffs, eases restrictions on rare-earth exports and resumes large-scale US soybean purchases from China. Investors expect this framework to be a catalyst across equities, commodities and currencies, potentially rotating risk back into cyclicals, materials and tech hardware. While the truce is seen as a turning point after months of tension, analysts caution that underlying competition remains and implementation will be the key test for markets.