China Deal Winners: The List Wall Street Doesn't Want You to See

145% tariffs slashed to 25% - but only certain sectors benefit...

Hello there,

A dramatic US-China agreement has sent the Dow surging over 1,000 points as winners and losers emerge from this temporary 90-day framework.

Goldman Sachs analysts call it a "perfect storm of opportunity" for specific sectors while warning of continued challenges for companies unable to navigate the new trade landscape.

Our research team has identified the companies best positioned to benefit while flagging those most vulnerable to the deal's limitations and potential reversals. Access this story here.

-James

P.S. Logistics companies are experiencing their strongest rally since 2021, with the sector index up over 9% in trading – a clear indication of which side of the trade Wall Street is backing. CLICK FOR FULL STORY >>