10 June 2025 | S&P 500

S&P 500 could hit new high amid US-China trade talks — JPMorgan

S&P 500 could hit new high amid US-China trade talks — JPMorgan

Trade negotiations between the US and China, currently taking place in London, could lead to positive results for global markets. According to JPMorgan analysts, successful negotiations could push the S&P 500, which is just 2% below its February peak, to a new all-time high.

Commenting on the situation, US National Economic Council Director Kevin Hassett hinted at a potential easing of export restrictions by both countries. Addressing the issue of rare earth metals, American diplomats are seeking to soften China's stance by offering concessions on technology export controls in return.

The market is showing moderate growth in response to positive signals from London. Investors, awaiting the outcome of the talks, are expressing cautious optimism. At the same time, analysts note that previously imposed trade barriers had negatively impacted the S&P 500, restraining its growth throughout the year.

If negotiations yield positive results, JPMorgan analysts expect the index could bridge the current price gap in the near term, setting a new all-time high. Such an outcome would serve as a catalyst for further stock market gains.

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