Tariff Cuts Are The ‘Single Most Possible Deliverable’ From Trump-Xi Talks, Says Jefferies: AI Chips, Rare Earths Relief Unlikely

President Donald Trump and Chinese President Xi Jinping are set to meet Thursday, but Jefferies analysts said investors should not expect the talks to resolve two major market overhangs — AI chip export controls and rare-earth supplies.In a note to investors cited by Barrons, Jefferies said the “si…