May will soon begin, and this month's trading focus is on what good news the US-China talks can bring. The positive and negative impacts and standard summaries are as follows:


Extreme positive (low probability): If both sides are willing to bet, a principled consensus on power transfer could be reached during Trump's term, possibly causing the Russia-Ukraine and US-Iran conflicts to disappear on the spot, and the world entering a constructive cycle. AI takes off, and the collective vaporization of shorts in stocks and crypto markets. The probability is very low, but it's not impossible to dream about it.
Ordinary positive (high probability): Both sides make small bets, reaching some benefits in tariffs and trade exchanges. On one hand, helping Trump boost his campaign, and on the other, lifting some restrictions on China. Both sides also find some stepping stones for US-Iran and Russia-Ukraine wars, laying some groundwork for future peace.
Neither positive nor negative (medium-low probability): Friendly talks between both sides, but nothing is discussed, and everything remains unchanged, wasting a good opportunity.
Negative (low probability): Both sides cancel talks and blame each other on the US-Iran issue.
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